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The following settings are made in the menu COMPANY → CREDIT LIMIT ADMINISTRATION on the Addresses tab. |
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Basic data
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COMPANY → CREDIT LIMIT ADMINISTRATION → Addresses tab
Overview about check models
The Addresses tab of the Credit limit administration program shows an overview of the existing check models.
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In the check model field you have the two options
All types or
Consol.
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Check model All types
Column | Description |
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Check model | Selection of the transmission type for the credit limit check. Available for selection are [All types] and [Consol]. Consol is used to configure an alternative check for consol shipments - see Check model consol: Alternative check below. |
Number of bill-to-parties | Entry of a number between 0 and 9. It is up to the user which address will be checked - no fixed preallocation of the address qualifier.
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Accruals revenues / Accruals expenses | If these checkboxes are activated, the system will take open accruals (difference between revenues and costs) into consideration for the address that is to be checked during the credit limit check. |
Open financial transmissions | If this checkbox is activated and provided that an interface to financial accounting is available, opten items are taken into consideration for the address that is to be checked during the credit limit check. |
Est. invoice amounts from other files | If this checkbox is activated, booking amounts of other files are taken into consideration for the address that is to be checked during the credit limit check. |
Est. invoice amount required with manual entry | If this checkbox is activated, manually entered bill-to-parties require the entry of booking amounts > 0. |
Allow billing to other bill-to-parties | When entering a receivable you are able to enter a bill-to-party that has not yet been considered for the credit limit check in the order. The invoicing of a bill-to-party different from the one entered upon order entry is only possible if the checkbox Allow billing to other bill-to-parties is activated. |
Check credit limit when invoicing | If this checkbox is activated, the credit limit of the bill-bo-party address is checked when you save the voucher. |
All amounts incl. other clients | If this checkbox is activated, the system will consider amounts (accruals, open financial transmissions, booking amounts) from other clients for the credit limit check. |
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