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View Full Version : Credit Limit Warning: Too Late!


MedProd
07-17-2003, 03:14 PM
I want to start enforcing our credit limit policy, and I thought that Peachtree would be an ally. We enter sales orders, then fulfill the orders, ship and add the shipping charges, then we invoice. At that point, PT will give us a pop up about an 'over limit'. But by that time the goods are on their way. Too late to stop it. Even if I changed our procedures to hold up shipping until we could invoice it, I would learn about over limits only after we had processed the order. Any way to get an early warning system? I would like the pop up at the time of Sales Order entry.

Robert Oyler
07-17-2003, 03:36 PM
That's a great idea for those that use sales orders, but unfortunately a large majority of PT users do not use them. In my business, we only use them if we have to order the inventory in for the customers order, if not we go straight to Invoice.