Every past system we have ever had ONLY handled overdue A/R ( accounts receivable ) with one tool-- using CREDIT LIMITS .... but Exploris allows us an ADDITIONAL TOOL - the STOP on sales if the customer is has an invoice over x number of days.
For now --we are testing the LIMIT at 91 days.
If a customer is JUST over credit limit ( so he could be current or could be overdue ) you get a message at the bottom of your screen that says "This account has exceeded the credit limit" and it is solved by having a manager INCREASE the credit limit - you print a QUOTE for the item wanted -- have the manager increase credit limit - then call the quote up and make the sale.
If the customer is OVER 91 days on any outstanding invoice ( which TRUMPS the over credit limit ) you need a manager to over ride -- to even PRICE the item. This is controlled in the customer file as shown in the image. If the customer is ALSO over credit limit --that as well will have to be adjusted.
This is a learning process for us all - we appreciate your feedback.
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