I am told that you must have an amount in the “Allowed Overdue Amount” if you want to use the “Allowed Overdue Days” is this true? We prefer to use the Allowed Overdue Days only, are there any prerequisites for this?
Hi,
IFS will produce an error message when you enter days only. You need days and amount.
This is easy to test.
In my tests,
Customer has very large credit limit and past due.
When leaving days and amount blank, customer orders (due to the large credit limit release without block.
If I set both amount and days (as a large number - far higher than outstanding - late) a new order does not get blocked.
If I set the overdue amount (small number and the days as a small number) a new order is credit blocked.
In your note you would like to drive credit based on overdue days. That’s fine, just enter amount such as 1 and the number of days as X (the number you want).
The above assumes you are using an appropriate credit control group on the customer (meaning you are testing credit at the appropriate steps).
Best regards,
Thomas
+3Hi
Thank you for your reply. Can you show me the error message?
I am trying to understand, you are saying I can’t enter Days only, but that I need the amount also.
Best situation is to enter $1.00 and the Days like you mentioned. I understand that part.
What I don’t understand is the ‘appropriate credit control group’ -We have A through D, pending on the customer payment history. How does using the appropriate credit control group, make a difference?
Credit control group dictates if / when a customer order is tested for credit.
Assume credit control group X where no steps (options) are selected. In that case, a customer order is not tested for credit. Similarly, if a customer has no credit control group, the related order is not tested for credit.
In the screen zoom to the credit control group to see the settings (options) as to when an order is tested.
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