This icon next to addresses displays credit limit information of an address.
This is an additional module of the CargoSoft product range. It exchanges data with a connected financial account software (OP Management) via an interface and compares these data with financial data deposited in the customer basic data.
The credit limit check is performed immediately after entry of the address in the order.
Authorizations control which users are allowed to accept addresses with exceeded credit limits. Users without this authorization are unable to select this address.
| Button | Description |
|---|---|
| Credit limit and/or open items in the address are empty. |
| Credit limit check ok |
| Credit limit is exhausted up to 90 (or more) percent, not yet exceeded |
| Credit limit has been exceeded |
Credit limit button
The corresponding information, which accessed through a click on this icon, are always kept up to date.
Credit limit information are available in all order address fields and the invoicing address (in the voucher header), regardless of whether an actual credit limit check is carried out or not.
Click on the icon to see the credit limit information of this address.
Besides the fields Credit limit and Open items of the address, this mask also displays open est. invoice amounts, open accruals as well as open transmissions to financial system (provided that a financial interface exists). These amounts are added depending on basic data entries and checked in sum against the credit limit.
| Related topics |
|---|