You can check a customer's credit manually before posting a transaction. You can also set up Order Entry so it automatically checks a customer's credit when you post a transaction.
On the Processing tab of the O/E Options screen, you can specify whether to include pending transactions in Order Entry, Accounts Receivable, and other programs in credit checks. For more information, see O/E Options Screen.
On some transaction entry screens, you can click the Pre-Transaction Credit Check link to the right of the Customer Number field to open the O/E Pre-Transaction Credit Check screen.
You use this screen to check the customer and national account credit limit, outstanding balance, account activity, and aged transactions, and to approve changes to the customer's credit. For more information, see O/E Pre-Transaction Credit Check Screen.
You can set up Order Entry to check a customer's credit limits each time you post a transaction, to see if the new transaction will put the customer over their credit limit.
You select credit checking options in Accounts Receivable for each customer and customer group. For more information, see the Accounts Receivable help.
If you have set up credit checking for a customer and you try to post a transaction that will put the customer over their credit limit, the O/E Pre-Transaction Credit Check screen appears. You can use this screen to override the credit limit (if you have authorization) or to put the order on hold. For more information, see O/E Pre-Transaction Credit Check Screen.
If the customer is part of a national account, Order Entry also checks national account balances for credit checks, but it does not check pending balances for the national account.
If you set the option in the A/R national account record to check for an aged balance that exceeds a particular amount, Order Entry will also check for an aged overdue balance.