Credit Limit

[lovejde]

Hello list,

We have produst lines with different price range, from few hundred up to
few thousand dollor range. Each BU is selling one particular product line.
Problem is that if we set credit limit for high end price range, the BU
selling lower price range can sell anything. We are thinking to crate
multiple A/B entry to support different credit limits linked by parent
company number but we are afraid that this might cause other problems in
reporting or ar management. Any good idea how to handle this situation?

thanks in advance,

Oneworld B7332, NT 4, SQL 7

 

[tammy10_co]

There is a customer master by line of business (by company, if you will),
but I can't remember if that functionality is new to Xe, or if you might
have that on the release you're on now. You can set up one customer master
record and 'attach it' to individual business units/companies. This is
activated in the constants. Each addresss book record created initially
seems to be related to company 00000. You must go to the Customer Master
(and not the Address Book) to add/view the same customer master record to
other companies. See the on-line documentation about the customer master by
line of business in the A/R manual for more information on specific business
scenarios.

Tammy Baade
M&D Information Systems, Inc.

 

[cdawes8]

Are you using Workflow for Credit Limit limit approval? We use it in B7332
and set the credit limit per customer rather than per BU.


Colin


Colin Dawes
City of Guelph (somewhere near Toronto, somewhere in Canada)
B733.2 SP17.1_B1, Intel/NT/Oracle 8.1.7.1 FAT & TSE

 

[wsellers]

Line of business A/R is available in B7332.



Walt Sellers
Heil Environmental Industries, Ltd.
OW B733.2 SP10, Citrix, Windows NT TS2000, Oracle 8.1.6