Credit
Select the Credit tab.
- Credit Limit
Enter the total amount that you allow the customer to spend on purchases before the system sends a workflow message. The system uses this value throughout the credit management programs. The system maintains the credit limit at the customer (child) level, not the parent level. The system sends workflow messages for each customer who is over their credit limit. When you set up or change the credit limit, the system sends a workflow message to the credit manager that the change is pending approval. The change to the credit limit is not reflected in the customer record until it is approved by the credit manager.
- Credit Manager
Enter the address book number of the credit manager responsible for approving changes to the credit limit.
You must set up the credit manager in the address book, and then create an entry in UDC 01/CR. When you set up the UDC value, you must also enter the address book number of the credit manager in the Description 02 field. You enter the UDC that represents the credit manager in this field.
- ABC Code Sales
Enter a grade that indicates the level of sales activity for a customer or inventory item. This grade documents the 80/20 principle (80 percent of the significant results are attributable to 20 percent of the business effort). The possible grades are A (best) to F (worst).
- ABC Code Margin
Enter a code that represents an item's ranking by average investment. You can assign a code or let the system assign it. Values are:
A: Assign this item to the first amount ranking.
B: Assign this item to the second amount ranking.
C: Assign this item to the third amount ranking.
D: Bypass this item in the ABC Analysis.
If you leave this field blank, the system assigns the code when you run the ABC Analysis program (R4164) based on the value of an item in this way:
Total item average investment divided by business unit average.
Investment equals the calculated value total of the item.
- ABC Code Average Days
Enter a grade that indicates the average number of days that a customer takes to pay a bill. This code documents the 80/20 principle. The possible grades are A (best) to F (worst).