Contents

Related pages

• Credit limit check setup

• Release credit limit in the order

• Authorization objects in CS Object in ADMIN

• Authorization profiles in ADMIN

• Employees in ADMIN

• Invoicing in COMPANY

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

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

Assign authorizations – KREFREIG

A user needs authorizations to accept an address with exceeded credit limit into the order.

• These authorizations are assigned as authorization objects to authorization profiles.
  The profiles are assigned to users.

ADMIN → AUTHORIZATION PROFILES → Object KREFREIG

Here you can create profiles and assign objects to existing profiles.

ADMIN → EMPLOYEES

Profiles can be assigned to employees on the Profiles/Traffic areas tab.

Individual authorization – KREFREIG + KTOFREIG

If the open items are higher than the credit limit, the address must be released in the order.
The release is made for the address field in which the address is to be entered.

Authorization KREFREIG enables the release in case of an exceeded credit limit.

→ If there are NO scales in COMPANY → INVOICING, authorization KREFREIG suffices for the address release.
    The amount of the excess is irrelevant.

→ If scales are recorded, the employee must have the authorization KREFREIG and a scale.
    The authorization KREFREIG alone is not sufficient.

Release of an address for a person - STAKREDIT-FREIG

The separate application for the credit limit release enables the release of an address separately from the respective workplace, e.g. if the employee with the authorization for the release would like to do so from his own workplace.

This can be done via the application STAKREDIT-FREIG.

The application to release an address for a file can be found in the menus:

• ADDRESSES → CREDIT LIMIT → Release credit limit

• Order→  Menu Extras → Addresses → Release credit limit in the order

The release refers to the order addresses.

The check is made again upon creation of an outgoing invoice.
A search mask opens. Here you can search for already released addresses.
Press F3 to start the search.

Make a new entry to release an address.

• Select File → New or button New.

• Enter the file number and address.

• Click File → Save or the button Save.

Search and plausibility functions are available for the fields File number and Address.

You can also enter a free text as comment.

Credit limit data in basic data Addresses – ADRKREDITLIMIT

The authorization mentioned above is required to edit the tab Credit limit / Dunning process.

• If the function Addresses per client is activated in the company basic data, you see the tab in Addresses → Clients → Credit limit / Dunning process.

• If the function Addresses per client is not activated in the company basic data, you see the tab in Addresses → Accounting → Credit imit / Dunning process.

If the user does not have this authorization, these fields are displayed in gray and cannot be edited.

Manually complete the invoice amount - EAOPERLEDIGT

Completion of open invoice amounts: activating the Completed checkbox requires the authorization object EAOPERLEDIGT.