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Credit management has been enable.
When using Credit Limit Group, no reports provide information related to credit limit Group.
Suggestions:
a. from the customer credit groups screen is a menu option to the Aged balances. This menu brings the aged balances up in a filtered format for this group.
b. On customer balance, add credit limit Group
c. When credit limit exceed due to credit limit Group, on credit management hold list and statistics, information from Credit limit group should be added.
When using Credit Limit Group, no reports provide information related to credit limit Group.
Suggestions:
a. from the customer credit groups screen is a menu option to the Aged balances. This menu brings the aged balances up in a filtered format for this group.
b. On customer balance, add credit limit Group
c. When credit limit exceed due to credit limit Group, on credit management hold list and statistics, information from Credit limit group should be added.
STATUS DETAILS
Needs Votes
Comments
Agree! There is currently no visibility. Providing that detail in needed to understand how the group members contribute and aggregate to the group total credit used and available. Thank you!
Category: Credit and collections