How To: Adding a New Credit Status (12-23)

Overview

This tutorial describes how to add a new credit status using the Credit Status Maintenance selection.

Step-by-Step

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1. Click the ‘Add’ button at the bottom of the screen. The Add New Record window opens.

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2. In the ‘Type’ field, enter a two character credit status.

3. Enter a description for the credit status in the ‘Description’ field.
• If status “H” is being added, enter a description that warns sales and warehouse personnel of the account’s status prior to the entry of sales or delivery of merchandise (e.g. “Hold-Contact Credit Mgr*”). Additionally, ‘Credit Status Is ‘Hold’/Contact Credit Mgr****’ prints on the Picking/Packing Sheets.

4. Click ‘Add.’

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5. The window closes and the credit status now appears in the credit status list.