Overview:
Credit Ratings he Credit Limit field to enter the dollar amount that represents the maximum amount of open receivables that may exist for this Customer at a point in time. Entering or updating a Credit Limit amount does NOT affect existing open work orders. PENTA applies this limit to future work orders, maintenance contracts, and jobs.
Entry is optional. No default.
Note: PENTA first seeks to use the Credit Limit you established at the Customer/Location. If there is no Credit Limit at that level, PENTA instead uses this Customer level Credit Limit.
Benefits:
- Track key customer contacts for reference in the system
- One query away from pulling a list of all customer contacts so you always know who and how to reach your customers
- Certain PENTA products can send emails to customers, tracking customer contacts is a prerequisite so PENTA can find the appropriate email address
The Credit Rating window allows you to define a list of credit rating codes and descriptions to be assigned to customers. Credit Ratings allow you to view the current credit standing for a given customer. Credit Ratings are optional and informational only.
Benefits:
- Ability to view your customers credit ratings
Roles:
- Accounts Receivable Manager
...
- Billing & Accounts Receivable > Customers > Customer ContactsCredit Rating
Video:
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