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Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 7/29/2014 5:40 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2364
Template/Type: Other Documentation
Title/Caption: Notes - Customer Term Settings
Start Date: 5/13/2009
Main Status: Active
click to enlarge - photo by: Shannon Scoffield -
 
 

Notes:
- Customer term & settings
- Terms
- Credit Settings
- Receivables
1. If credit limit is less than current receivables plus cart – do the math
- Cart total
- Warnings:
1. If receivables are over the credit limit
2. Over Limit By: ____________
3. If receivables plus car will go over limit
4. Remaining on credit limit: _______
5. Pmt needed: ________