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How to control the creation of Weighbridge jobs when Credit Limit has been exceeded

How can I control the creation of Weighbridge jobs when the Credit Limit has been exceeded? How to warn users when an Account is over the Credit Limit at the Weighbridge.

A
Written by Andrei Mogosanu
Updated over 2 months ago

It is possible to either warn or prevent creation of a Weighbridge Job when an Account is over the Credit Limit; this can be done on an Account basis or system-wide.


To enable this system-wide:

  1. Hover over Administration and click Settings

  2. Click Finance

  3. Click Credit Control

  4. Enable Warn When Credit Limit Exceeded

  5. If enabled, disable Prevent Job Creation When Credit Limit Exceeded

  6. Also, enable Weighbridge Acc Select Check Credit Limit if this is to be enforced on external vehicles.

  7. Click Save

*Note* If you no longer want the warning/prevention in place, disable the above settings.


To do this to a specific Account:

  1. Hover over Customers and click Accounts

  2. Find the relevant account and view it via the paper and magnifying glass icon to the left

  3. Click Modify

To warn users:

  1. Tick the checkbox to the right of the setting WB Warn When Credit Limit Exceeded

  2. If enabled, disable WB Prevent Job Creation When Credit Limit Exceeded

To prevent, reverse the above settings.

*Note* To follow the system-wide configuration again, both the above settings must be disabled

*Note* If you have a large number of Accounts you'd like to set up the warning/prevention for, this can be done using the Bulk Update feature.

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