O/E Pre-Transaction Credit Check Screen

  1. Open  Order Entry > O/E Transactions.
  2. Open Order Entry, Shipment Entry, or Invoice Entry.
  3. Beside the Customer No. field, click the Pre Credit Check button.

Click Cancel to clear any information you have entered and close the screen without approving credit.

After entering an approved amount, click Proceed to approve that amount of credit.

This section displays information about overdue payments for the customer, and for the national account if the customer belongs to one.

Enter the amount of credit you want to approve.

Note: This field appears only on the O/E Pre-Transaction Credit Check screen (not the O/E Credit Check screen).

Enter your user ID. When you click Proceed, Sage 300 prompts you to enter your password.

Note: If your system is set up to approve credit automatically if you are authorized, this field does not appear.

The fields in this group display the following information:

  • The customer's credit limit
  • Pending balances in other Sage 300 programs
  • The customer's current order amount and prepayment amount
  • Total outstanding balance
  • The amount by which the total outstanding balance exceeds the credit limit

If the customer belongs to a national account, this field displays the credit limit and outstanding balances for that national account.

Select this option if you need to place an order on hold.

If you want to specify the reason that an order is on hold, you can enter this information in the field beside the option.

If the customer account is on hold in Accounts Receivable, the order is automatically placed on hold.

You can enter and post an order that is on hold, but you cannot ship items or produce an invoice for the order until you do one of the following:

  • Remove the hold for the customer in Accounts Receivable.
  • Remove the hold for the order on the O/E Order Entry screen, and then post the order.

To view a list of the orders currently on hold, print the O/E Order Action report.

  • Placing an order on hold automatically clears any serial numbers or lot numbers that have been allocated to the order quantity.
  • Posting an order that is on hold has the following effects on Inventory Control records: If an item is serialized, the Allocated To OE Order status for the item and serial number is cleared on the I/C Serial Numbers screen. If an item is lotted, the number in the Quantity Reserved for Order field is reduced for the item and lot number on the I/C Lot Numbers screen.

Overview

Use the O/E Pre-Transaction Credit Check 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.

There is a variant of the O/E Pre-Transaction Credit Check screen: the O/E Credit Check screen. The main difference between these screens is when you use them:

  • O/E Pre-Transaction Credit Check. You can manually use this screen any time before posting.
  • O/E Credit Check. This screen appears if you have set up Order Entry to check a customer's credit limit when you post a transaction, and you post a transaction that will put the customer over their credit limit. For more information, see About Posting Orders, Posting Invoices, and Posting Shipments.