The article outlines how credit limits and overdue accounts work in Sync.
See FAQ articles for how to flag or unflag a customer as account overdue or credit limit.
Only flagging a custome as 'Account Overdue' will pervent invoicing of the Order.
| ORDER STAGE | ACCOUNT OVERDUE | CREDIT LIMIT |
| Create Sales Order | Customer Account Overdue alert Can still proceed to create order | No Alert on Sales order creation |
| Create Pick instructions | Account Overdue indicator in Product Stock Requisition Screen. Can still proceed to created order | No indicator on Product Stock Requisition screen |
| Pick the Sales Order | Pick slip is red in the unpicked bin Can still porceed to pick the order | No indicator in the unpicked bin or on the Picking Slip |
| Invoice the Order | 'Customer has an overdue acocunt' alert on creating the invoice. Cannot complete invoicing untill the overdue flag is removed. | 'Please check credit limit with accounts' notification on creating invoice. Can clear the alert and complete invoicing without removing credit limit flag. |
NB. For a quick tutorial watch below
