A new client credit control system for Open Item clients
is now available. The "Charge" option on the "Client
management" screen has been replaced by a combo selector
with the following options:
- No charge account
- Charge account
- Monitored charge acct
The system can be set to automatically revoke a client's ability
to purchase when debt levels breach one or more defined criteria
and re- enabled once the debt levels return to an appropriate
level. This functionality can be enabled on the "Clients
| Credit Control" page of "Maintenance | Setup |
System". Debt can be managed using the age of outstanding
invoices and/or the credit limit.
When upgrading to SP45 all clients who had a "Charge
account" will be converted to a "Monitored charge
acct" but users will need to enable the functionality
in "Maintenance | Set up | Clients | Credit Control".
For more information please see the Service Pack 45 notes.