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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

Roles:

  • Accounts Receivable Manager

Location:

  • Billing & Accounts Receivable > Customers > Customer Contacts

Video:

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