Month: October 2013

Credit Checking Rules within Order Management enable you to determine credit worthiness of orders when performing credit checking, and provide you with various options in determining your customer’s credit exposure. Credit Check Rules are attached to Order Management Transaction Types. Within the Transaction Type window, credit check rules are assigned to pre-specified workflow events that… Continue reading Credit Checking Rules

The ultimate goal of Credit Management processes is to minimize the financial risk that your organization assumes as a result of day-to-day operations.1. Credit functionality checks the credit and applies or removes the hold automatically based on exposure availability. This credit limit is set at Bill To level. 2. Credit check functionality can work at any of the… Continue reading Credit Management

Credit profiles define the maximum financial risk you are willing to withstand on your regular operations. The Credit Check check box in the credit region of the Standard Customer window (for the customer master record) must be enabled in order to perform credit check. You can define the credit profile information at the following levels:… Continue reading Credit Profiles

GL Setup   GL calendar GL > Set up > Financials > Calendars > Accounting Inventory calendars Tools > Build the calendar Purchase periods Purchasing > Set up > Financials > Accounting > Control Purchasing periods Add Item inv > Misc. Receipt     Profile Options Setting Profile Options Setting: Sys Adm. > System Profile… Continue reading Setup Steps

TYPES OF HOLDS ————— You can define holds to halt processing of your orders, returns, and their lines.  Because orders and returns are not affected by holds until they are applied, you can define all the holds you use in your business at once. You can define holds that are effective only at certain steps… Continue reading TYPES OF HOLDS

Setups Overview The following setups are required for the purpose of being able to create a Prepayment Receipt for a customer from Order Management. 1          Update OM System Parameters 2         Define Customer Bank Account 3         Define New Payment Method (Optional) 4          Define Receivable Activity 5          Define Payment Terms 6          Assign Bank Account to Customer Site… Continue reading Pre-Payment Receipt Creation Setups and Process Steps