UBS Inventory Software » Housekeeping

ID #1229

Control Credit Limit for SO


This solution below shows  the  step  to control credit limit for SO.



User can control credit limit when  issue Sales Order (SO) 

1.    Go to Dealer Menu — Page 2, tick Control Credit Limit for SO; at Dealer Menu—Page 1, tick Selling Above Credit Limit and then  key in password (e.g.  ABCDE) and add  ‘SO’

2.    Go to Housekeeping—Run Setup—General Setup— Account No., link STK to UBS

Accounting data folder; at Item Maintenance, tick Sales order in Type contribute to outstanding

3.    Go to Maintenance—Customer Maintenance—Customer File Maintenance, key in 500 at

Credit Limit

4.    Go to Transactions—Non-Accounting Bill—Sales Order, issue a SO and  select any items. If the  total amount is more  than  500, user  need  to key in password when  accept  the transaction.

Tags: Control Credit Limit for SO

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Last update: 2010-11-11 07:44
Author: Noor Diyana
Revision: 1.0

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