Group Account Credit Limit Checking Sales Ledger Only
Item Name Type Description
H/O-CR-LIMIT K / L Holds the group account credit limit
BASE-O/S-ORD K / L For currency configured sales ledgers this item holds the value of o/s orders in the base currency
In addition to creating the items above the Group account data item (GRP-ADD-XREF) needs to be a secondary index.
Once the required items have been recorded press the <ESC> key and select the UPDATEbutton to save the database changes. When prompted respond ‘Y’ to the prompts to ‘Extract Existing Data to New Database Structure’ and, if appropriate, ‘Copy Table Entries from Old Database to New Database’. Final prompts ask to ‘Remove (.OLD) Database’ and to ‘Carry Out the Same Restructure on the BASE File as well’ – respond as required. If you select to update the base file you need to manually insert the new items at the same data item positions as on the live file.
Set Database Profiles
The new group credit and o/s order value items need to be referenced within the Database Profiles. To update these settings select Installationfrom the main menu followed by Application Manager and Set Database Profiles. Choose the Sales Ledger application before selecting the Account Optional 4 parameter screen.
On the left of the screen is the prompt to define the data item number for the Group Credit Limit and Base O/S Orders values. Reference the data item number of the equivalent item created above, <F4-Select> is available if required.
Application Screen Layouts
The Group Credit Limit data item will need to be added to a customer maintenance screen. To update the main Customer screen, Installer users can right-click on the Customers option on the main Sales Ledger menu and choose to update the Add New Accounts screen.
Alternatively, select Installationfrom the main menu followed by Application Manager and Application User Facilities. Select the Sales Ledger application followed by Maintain Customer Records and Add New Accounts.
Screen Design is in the usual manner - To insert text labels such as ‘Grp Credit Limit’ use the mouse to position the cursor where required and then type the required text. To insert the data items position the cursor where required and press the <F4-Select> key and choose the data item required. Set whether items are view-only, mandatory or require uppercase input as required.
If not already on screen you should also include the GRP-ADD-XREF item so that the Group Head Office account can be recorded.
A new parameter screen has been added to the Sales System Profiles to enable the Group Credit Limit option. To update select Installation from the main menu followed by Application Manager and then System Profiles. Select the Sales Ledger application, the new parameter is on the first screen of parameters.
Check All Accounts in Group– set to use the group credit limit in preference to the account credit limit when the account is part of a group.
- Release ID: 7.1