Credit Limits and Customer Aging in Workflow

 In Blog

Responding to customers based on their financial situation with your company is vital to maintaining consistent operations.

Workflow rules in SalesPad GP can redirect the normal flow of a document based on a multitude of situations, including checking the customer’s credit limit and outstanding balance aging information. Once a rule evaluates to be true, a hold can be applied or the document can be moved to a different queue automatically.

The workflow rule “Credit Limit” will compare the customer’s current credit status and return if they have exceeded their credit limit as specified in GP.

One common practice is to take a sales document where the customer has exceeded their credit limit, add a Credit hold to the document, and move it to a Management Review queue. Since workflow rules are evaluated automatically, batch processing of documents will filter out any documents that have exceeded credit limits.

A workflow rule that works well with the “Credit Limit” rule is the “Credit Hold” rule. This rule specifically responds to any Credit Holds on the document.  For example when a “Credit Limit” rule adds a Credit Hold to the document, the document can be forced to stay in Management Review queue until the Credit Hold has been removed by a user who has the security to do so.

Customer Aging information can be accessed with the “Customer Aging” workflow rule. This rule  checks individual aging periods for the customer, and will respond if the customer has a balance greater than zero in these periods. An example of when this could be useful is when you want to prevent processing, or require management approval, for any documents from customers with balances over 120 days old.

Our online documentation for workflow covers creation and setup of workflow rules.

— Nathan Hutson

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