- Accounts> Masters>Ledger>Accounts Master
- Select the Party Account by typing Code or Name
- Select Tab – Limits
- Check the Credit allowed?
- Enter credit limit
- Click Save
STAGE II: To apply the above set credit limit for a particular BIZ Type
- Admin>Masters>Organisation>Checkingsettings
- Select Transaction
- Select Module e.g.,as Sales
- Select class e.g.,as Sales Invoice
- Select Biz Transaction type, as Sales Invoice
- In the Checking setting screen grid against the field "Credit Limit exceeds"
- To restrict saving the invoice, Select Type as Error(default)
- To show an alert message with Balance and credit limit for the party Select Type as warning
- To deactivate this setting,Select Type as No check
Contents
Revisions
- September 27, 2017 @ 13:20:54 [Current Revision] by arul
- September 27, 2017 @ 13:20:40 by arul
- September 27, 2017 @ 13:20:17 [Autosave] by arul
- September 27, 2017 @ 13:01:58 by arul
- September 27, 2017 @ 06:57:19 by arul
- September 26, 2017 @ 13:09:37 by arul
- September 26, 2017 @ 13:05:04 by arul
- September 26, 2017 @ 12:55:48 by arul
- September 26, 2017 @ 12:50:20 by arul
- September 26, 2017 @ 12:48:19 by arul
- September 26, 2017 @ 12:44:11 by arul
Revision Differences
| September 26, 2017 @ 12:48:19 | Current Revision | ||
|---|---|---|---|
| Title | |||
| Deleted: How to | Added: How to set credit limit for a party? | ||
| Content | |||
|---|---|---|---|
| Added: <em><strong>How to set credit limit settings for a party?</strong></em> | |||
| Deleted: How to activate credit limit settings? | Added: Credit limit settings is done at two stages. | ||
| Deleted: Step1:To Set the credit limit amount for a party | |||
| Added: <strong>STAGE I: Accounts - Master - To enter the credit amount for the selected party</strong> | |||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Accounts> Masters>Ledger>Accounts Master</li> | Unchanged: <li>Accounts> Masters>Ledger>Accounts Master</li> | ||
| Deleted: <li>Select the | Added: <li>Select the Party Account by typing Code or Name</li> | ||
| Deleted: <li>Select the Name as CUSTOMERNAME</li> | |||
| Unchanged: <li>Select Tab – Limits</li> | Unchanged: <li>Select Tab – Limits</li> | ||
| Unchanged: <li>Check the Credit allowed?</li> | Unchanged: <li>Check the Credit allowed?</li> | ||
| Unchanged: <li>Enter credit limit</li> | Unchanged: <li>Enter credit limit</li> | ||
| Unchanged: <li>Click Save</li> | Unchanged: <li>Click Save</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: | Unchanged: | ||
| Deleted: | |||
| Deleted: | |||
| Deleted: Step2: To display the balance amount and the credit limit amount in Sales invoice/Sales Delivery order screen when a particular party is selected | |||
| Deleted: | |||
| Deleted: | |||
| Deleted: | |||
| Deleted: Admin>Masters> Oganisation> Checkingsettings | |||
| Deleted: Select Transaction | |||
| Deleted: Select class as Sales Invoice | |||
| Deleted: Select Biz Transaction type as Sales Invoice | |||
| Deleted: Select checking as Credit limit Exceeds & | |||
| Deleted: Select Type as Error to show the balance and credit limit when a party is selected in Sales Invoice or in Sales Delivery order | |||
| Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/09/CR1-1.png"><img class="alignnone size-medium wp-image-8259" src="http://help.goodbookserp.com/ wp-content/uploads/2017/09/ CR1-1-300x186.png" alt="" width="300" height="186" /></a> | |||
| Deleted: Select Type as No check if you donot require or want to deactivate this setting | Added: <strong>STAGE II: To apply the above set credit limit for a particular BIZ Type</strong> | ||
| Deleted: | |||
| Deleted: | |||
| Deleted: How to set credit limit settings? | |||
| Deleted: | |||
| Deleted: Step1:To Set the credit limit amount for a party | |||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Deleted: <li>MastersàAccountsàLedgeràAccounts Master</li> | |||
| Added: <li>Admin> Masters>Organisation> Checkingsettings</li> | |||
| Deleted: <li>Select | Added: <li>Select Transaction</li> | ||
| Deleted: <li>Select the Name as CUSTOMERNAME</li> | |||
| Deleted: <li>Select Tab – Limits</li> | |||
| Deleted: <li>Check the Credit allowed?</li> | |||
| Deleted: <li>Enter credit limit</li> | |||
| Deleted: <li>Click Save</li> | |||
| Added: <li>Select Module e.g.,as Sales</li> | |||
| Added: <li>Select class e.g.,as Sales Invoice</li> | |||
| Added: <li>Select Biz Transaction type, as Sales Invoice</li> | |||
| Added: <li>In the Checking setting screen grid against the field "Credit Limit exceeds"</li> | |||
| Added: <li>To restrict saving the invoice, Select Type as <strong>Error< /strong>(default)</li> | |||
| Added: <li>To show an alert message with Balance and credit limit for the party Select Type as <strong>warning< /strong></li> | |||
| Added: <li>To deactivate this setting,Select Type as <strong>No check</strong></li> | |||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: | Unchanged: | ||
| Deleted: | |||
| Deleted: | |||
| Deleted: Step2: To display the balance amount and the credit limit amount in Sales invoice/Sales Delivery order screen when a particular party is selected | Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/09/CR2.png"><img class="alignnone size-medium wp-image-8254" src="http://help.goodbookserp.com/ wp-content/uploads/2017/09/ CR2-300x151.png" alt="" width="300" height="151" /></a> | ||
| Deleted: | |||
| Deleted: | |||
| Deleted: | |||
| Deleted: AdminàMastersàOganisationàCheckingsettings | |||
| Deleted: Select Transaction | |||
| Deleted: Select class as Sales Invoice | |||
| Deleted: Select Biz Transaction type as Sales Invoice | |||
| Deleted: Select checking as Credit limit Exceeds & | |||
| Deleted: Select Type as Error to show the balance and credit llimit when a party is selected in Sales Invoice or in Sales Delivery order | |||
| Deleted: Select Type as No check if balance and credit limit need not be shown. | |||
| Deleted: | |||
| Deleted: | |||
| Unchanged: | Unchanged: | ||
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