Contents

Basic data

• Clients tab in ADDRESSES

• Credit limit / Dunning process sub tab in the Accounting tab in ADDRESSES

• Credit limit/Dunning process sub tab in the Clients tab in ADDRESSES

• Financial interface in COMPANY

• Order data 2 tab in GEN COMPANY PARAMETER

Client-independent addresses

ADDRESSES → Accounting tab 

On the Accounting tab → Credit limit / Dunning process sub tab in the addresses, the

• credit limit, 

• open items and

• a customer status are recorded.

Open

Addresses per client

CargoSoft users using the Clients tab can find the credit limit on the Clients main tab → Credit limit/Dunning process sub tab.

COMPANY → GENERAL COMPANY PARAMTERS → Order data 2 tab

The checkbox Addresses per client releases the Clients tab in the address.

Open

ADDRESSES → Clients tab

→ Here you can maintain the credit limit and the open items per client.

If the tab is completely blank when first opening it, please select the entry Add line from the context menu.
All available fields are displayed and the new client can be drawn from the search.
Multiple clients can be used with one address by adding several lines.

Fields Credit limit and Open items

Depending on the available interface, the open items can be updated automatically by the financial accounting department.

• The credit limit is entered in the field Credit limit.

• The open items are entered in the field Open items (from acct.). 

Both fields are taken into account during the check in the order.

The fields up to 30 days, etc. show the open items separated by maturity.

Some financial interfaces provide these data.
This is for information only.

Field Customer status

Set customer status for address

In every address on the Credit limit/Dunning process sub tab a customer status can be recorded.

If you select this address in the order, the system will issue an information about this status that must be confirmed before you can accept the address.

The entry of the user is saved in the SYS log. 

The dropdown list contains the following entries:

It is furthermore possible to add more information through code entries.

However, these messages must be activated by CargoSoft.

Accounting software interfaces can automatically set this status.