How To: Generating an Override Credit Limit Password (12-27)

Overview

This selection generates a password for the ‘Override Credit Limit’ message that appears in Sales Transaction Entry, Order Processing Quick Ship, and Work Order Finalization when an A/R account is over the credit limit.

NOTE: Credit limits for A/R accounts are set up in A/R Master File Maintenance (12-20, Field 14).

Step-by-Step

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  1. In the ‘Trans Number’ field, enter the Transaction number, Order Processing Order number, or Service Work Order number that requires authorization to override the credit limit.

  1. Click ‘Refresh’.

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  1. The override password displays.

  1. Click ‘Ok.’
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