There is a dynamic credit check facility in Accounts Receivable that allows third-party and core modules like Order Entry to request "true" outstanding balances for a Customer. Pending (not in Accounts Receivable) amounts from unposted Service Manager Jobs, etc., are included in outstanding balances returned from Accounts Receivable. Previously, outstanding balances shown were only calculated at Day End and were therefore only accurate at that time.

The Accounts Receivable credit check facility is explained in detail in the Sage 300 Accounts Receivable Online Documentation. Refer in particular to the section titled "Checking Customer Credit During Invoice Entry".

National Account and/or Customer credit information can be displayed when loading a Service Manager Document. This information includes Credit Limit, Outstanding A/R balance, Pending balances, Total Outstanding balance, Aged Transaction and Last Invoice and Payment information.

To display the credit information when loading a Document, tick the following check box in Document Entry » Tools » Options

You must also check the Total Outstanding Balance Exceeds the Credit Limit of check box and set the Credit Limit for the A/R National Account and/or the A/R Customer.

A/R National Account

To show credit information for the A/R National Account:

Accounts Receivable » A/R Customers » National Accounts » Processing tab » Total Outstanding Balance Exceeds the Credit Limit of

A/R Customer

To show credit information for the A/R Customer:

Accounts Receivable » A/R Customers » Customers » Processing tab » Total Outstanding Balance Exceeds the Credit Limit of

When loading a Document in Document Entry, the Customer Credit Check window will be displayed if the credit limit for the National Account or the Customer exceeds the specified limit.

The National Account information will only be displayed if the Total Outstanding Balance Exceeds the Credit Limit of check box is ticked for the National Account.

The Customer information will only be displayed if the Total Outstanding Balance Exceeds the Credit Limit of check box is ticked for the Customer.

Click [Acct. Status] to display the A/R Customer Activity window.

Click [Credit Status] to display the Credit Status window.