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Evo-ERP and DBA Classic >> Sales >> Warning notice on over due AR Accounts
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Message started by Dennis Wilkinson on 05/05/09 at 08:11:29

Title: Warning notice on over due AR Accounts
Post by Dennis Wilkinson on 05/05/09 at 08:11:29

Does anyone know of a way other than placing on credit hold, to show warning message on Sales Order Entry if customer has past due balance greater than term amount (i.e. display warning if customer terms are net 30 and they have outstanding balances beyond 30 days).

Dennis :-?

Title: Re: Warning notice on over due AR Accounts
Post by Lori on 05/05/09 at 10:18:25

Sounds like "Credit Hold" to me, ;)

When we get an order from a customer who is behind in payments, we enter a QUOTATION instead, and in the NOTES we write:

"This Quotation will be converted to an Order when your account is current. Please advise your Purchasing Department of the status of their PO" Then we FAX it to the customer's Accounts Payable Department. 99% of the time we get the desired result, they pay up and we make another sale!

This also provides a good way to keep track of their order in DBA...
.

Title: Re: Warning notice on over due AR Accounts
Post by Dennis Wilkinson on 05/05/09 at 10:43:41

Lori,

You are right, it sounds like a credit hold, but we just wanted a little warning without the effort of doing anything (i.e. placing on credit hold or having to convert quote to SO). Just curious if someone had experienced some method on how to do this eeeaaasssiiilllyyy. I am helping someone and they had software that did this in past (I think was great plains).

Thanks for your input.

Dennis

Title: Re: Warning notice on over due AR Accounts
Post by Lynn_Pantic on 05/06/09 at 12:53:16

Actually, the next update will have exactly what you are looking for. There will be a setting in defaults for "Check for open invoice in SO-A greater than XXX days". if the number of days is populated, then a warning will be given at order entry if the customer has any open invoices older than that number of days.