Overview
There are various settings in the system that can prevent job creating in the event of an accounts Credit Limit being exceeded.
Prerequisites
The settings will only affect an account that has a Credit Limit in place.
For details on how to set a Credit Limit please refer to the Set or Amend an Credit Limit knowledge article
System Settings
Hover on Administration
Click on Settings
Click on Finance
Click on Credit Control
Setting | Behaviour |
Warning If Committed > Credit Limit | If enabled, the system will display a warning when attempting to create a job while an account is over its credit limit |
Stop If Committed > Credit Limit | If enabled, the system will prevent job creation when attempting to create a job while an account is over its credit limit (can be used with the above setting to also display a warning) |
Stop If Committed > Credit Limit On Weighbridge | If enabled, the system will prevent job creation on the Weighbridge if an accounts "Committed" value exceeds its credit limit. Note: the "Committed" value includes the current balance as well the value of any outstanding jobs against the account. |
Disable WB Job Via Order Credit Check | If enabled the system will not carry out a credit limit check when using the New Job Via Order option at the Weighbridge |
Check Credit Limit Skip OST | If enabled the system will carry out a Credit Limit check when completing a ticket on the screen |
Check Credit Limit Portal Requests | If enabled the system will carry out a credit limit check when accepting a job from the portal |
Email When Warning Fired | If enabled the system will send an email out every time a credit limit check warning is displayed |
Email When Warning Job Created | If enabled the system will send an email out every time a job is created after a credit limit check |
Email When Extension Applied | If enabled the system will send an email each time a credit limit extension is applied |
Approaching Credit Limit Alert | If the box is filled them the system will send out an email when an account gets within a certain percentage of their credit limit. Example: If you enter 5 into the box then an email will be sent when an account has 5% of their credit limit remaining |
Credit Limit Job Email To | This controls who the above email is sent to. Multiple email addresses need to separated by a ";". |
Weighbridge - Prevent Job Creation When Credit Limit Exceeded | If enabled, the system will prevent Weighbridge jobs being created against any account which is over it's Credit Limit Note: This is used in conjunction with the below option to stop the jobs as well as display the warning (if this is enable the option to bypass the warning is removed) |
Weighbridge - Warn When Credit Limit Exceeded | If enabled, the system will display a warning if you attempt to create a Weighbridge job against any account which is over it's Credit Limit. Note: this warning allows the user to click "Yes" to bypass the warning and create the job anyway |
Weighbridge Acc Select Check Credit Limit | if enabled, the above warning will appear when the user first selects the account on the Weighbridge (before any other details are entered) |
Account-Level Settings
There are also settings again an account itself that can override the above system-wide settings
Navigate to the account in question
Click Modify in the top-right corner
Click on the Invoice tab
Scroll to the bottom of the screen
Setting | Behaviour |
Bypass Credit Limit | If this option is enabled then the account will not be subject to any job prevention settings based on the Credit Limit |
Credit limit Warn is above Credit Limit | If this is enabled (and the system-wide settings are not) then the system will display a warning if a job is created when this account is over its Credit Limit |
Credit limit Stop if above Credit Limit | If this is enabled (and the system-wide settings are not) then the system will prevent jobs being created when this account is over its Credit Limit |