If you have entered a record for the Contact in the Contact Credit Limits setting in the Sales Ledger, the Sales Credit Limit Days will be taken from there (i.e. Please refer to the description of the Credit Limit setting for more details about determining when a Customer has exceeded their credit terms. If you have specified a Sales Credit Limit Days for a Customer, that Customer will immediately be said to have exceeded their credit terms as soon as an Invoice of any value becomes outstanding for more than that number of days (measured from its Due Date). If a Contact is a Customer, you can use this field to specify the maximum number of days credit you will allow them. You can prevent certain users from changing the Sales Credit Limit in any Contact using Access Groups (by denying them access to the 'Change Credit Limits' Action).ĭefault taken from Contact Settings (Default Credit Limit Days) This information will also be shown for a particular Customer in the report produced by the 'Customer Status' Operations menu function, but only if there is a record in the Info in Customer Status Report setting in the CRM module for the user producing the report. If you need a list of Customers that compares their account status with their Credit Limits, produce a Customer Credit Status report (in the Sales Ledger).
If you want to allow a company no credit at all, set their Sales Credit Limit to 0.01. to warn against or prevent the entering of Orders and Invoices) and to specify how it should be determined that a Customer has exceeded their Credit Limit. the Credit Limit in this field will not be used).Īfter setting Credit Limits for each Customer, use the Credit Limit setting in the Sales Ledger to control behaviour in sales transactions when Customers have exceeded their Credit Limits (e.g. If you have entered a record for the Contact in the Contact Credit Limits setting in the Sales Ledger, the Sales Credit Limit will be taken from there (i.e. This figure should be in your home Currency. If a Contact is a Customer, specify here the Credit Limit that you have granted to them. If you need to change the Sales Payment Terms in a group of Customers, an option that is available is to use the 'Update Contact Data' Maintenance function in the CRM module.ĭefault taken from Contact Settings (Default Credit Limit) Terms field in each new Contact automatically. If you have entered a Default Payment Term in the Contact Settings setting, it will be entered to the Sales Pay. Instead, a credit posting will be made to the Account of the Payment Mode (i.e. When you mark the Invoice as OK and save, it will be treated as paid and no posting to a Creditor Account will be made. When you enter such a Supplier in a Purchase Invoice, the Invoice Number will change to one in the correct sequence. Terms field in the Contact records for cash Suppliers. Finally, enter Payment Modes in the Purch.
#Contacts journal crm 1.1 series
Then select the Common Number Series option in the Cash Book Settings setting in the Cash Book module. If you need to use this feature, first define the number sequences using the right-hand From and To fields on flip C of the Payment Modes setting (define separate sequences for each Payment Mode that represents a cash payment). In the Baltic States, there are circumstances when cash Purchase Invoices should follow the same number sequence as that used by Payments, Personnel Payments and Cash Out records. Specifying Sales or Purchase Payment Terms in each Invoice provide the basis for the debt chasing and credit management reports provided in Standard ERP. Payment Terms also allow you to configure a system of early settlement discounts. These Terms will be copied to Sales and Purchase Invoices, where they will ensure that the Due Dates are calculated correctly. Specify here the Payment Terms to be used with the Contact. Used as default in Purchase Orders, Purchase Invoices Used as default in Quotations, Sales Orders, Sales Invoices Paste Special Payment Terms setting, Sales/Purchase Ledgerĭefault taken from Contact Settings (Default Payment Term) Please follow the links below for descriptions of the other cards: This page describes the fields on the 'Terms' card of the Contact record.
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