Overriding Terms Credit Controls

Use this function to override credit parameters set in customer maintenance. The parameters on this window include the first nine parameters on the customer Credit Control Parameters window and allow you to override the original settings. Use this function, for example, when you want to override the customer's credit controls on an individual order or invoice, well in advance of when the order actually needs to ship. For more information, see Authorizing Customer Personnel to Place Orders.

To override terms credit controls:

From the Maintenance menu, select Terms to display the Terms Maintenance window.
From the Options menu, select Credit Control to display the Terms Credit Control Override window.

The system selects the Use Customer's Credit Control check box.

Deselect the Use Customers Credit Control check box.
Select any of the remaining check boxes to flag them, which overrides the original settings, regardless of the settings at the customer record level.

The following table gives a brief description of each of the check boxes on this screen. For more information on the Credit Control Parameters window, see Authorizing Customer Personnel to Place Orders.

Select this check box...	To Indicate that...
Always COD	a customer's credit is always to be COD, and prints COD on the customer's shipping ticket
COD when credit limit exceeded	a customer's credit is COD when they've exceeded their credit limit. This parameter is overridden when the Always COD check box is selected.
Print "Approval Required" message on all shipping tickets	the "credit approval required" message is to be printed on all shipping tickets for this customer.
Print "Approval Required" message when credit limit exceeded	the "credit approval required" message is to be printed on all shipping tickets for this customer when they've exceeded their credit limit. This parameter is overridden when the Print "Approval Required" message on all shipping tickets check box is selected.
Always No Order Entry	no orders are to be accepted for this customer.
No Order Entry when credit limit exceeded	no orders are to be accepted for this customer when they've exceeded their credit limit.
No Order Entry, regardless of credit limit, unless authorized	no orders will be accepted for this customer, unless overridden by authorized personnel.
No printing of shipping ticket when credit limit exceeded, unless authorized	an order can be entered, even when a customer exceeds their credit limit, but that no shipping ticket is to print unless overridden by authorized personnel.
No printing of shipping ticket, regard of credit limit, unless authorized	no shipping ticket is to print for this customer, regardless of their credit limit status, unless overridden by authorized personnel.
Disable Credit Control	all other controls on this screen are removed and any customer with that terms code has unlimited, unrestricted credit.

Click OK.
Save your changes and exit the window.