Credit Requests
Select + Add from the Credit Requests homepage.
Fill out all required fields as indicated by an asterisk*
View field definitions below for more information. Fill out as needed.
Create Date will autofill at save.
If desired, enter Default Funding Start Date & Default Funding End Date by selecting in the field for calendar. Clear by selecting the 'x' next to the field.
Select or Deselect “No limit” & “Tax Exempt” checkboxes as needed.
Enter Tax Exempt Code if applicable.
Enter Comments
Enter Contact Phone and Contact Email
Select Save
Upon Save, a new tab appears called “Customers”Return Policy, Max Return Time, Return Comment, all default in based on Supplier information. (To view, go to Suppliers > select edit on the Supplier you wish to view, go to the Parameters tab within the Supplier, scroll down to Return Information)
Include invoice information? checkbox defaults to checked. When deselected, “+Add Products(s) from invoices” button changes to “+Add Products and an “Update Order Decisions?”
If Update Order Decisions? checkbox is checked, a Term dropdown appears. Select Term.
Field | Definition | Field | Definition |
|---|---|---|---|
Account Code | Account code for the Agency, displays at top of page in parentheses upon entering (26 character limit) | Tax Exempt | Check box if the account is Tax Exempt. |
Agency Name | Agency Name, displays at top of page upon entering (80 character limit) | Tax Exempt Code | Enter Tax Exempt code |
Default Funding Start Date/End Date | Select start and end date from the calendar that appears upon selection within field. | Tender | Select from dropdown what type of tender this is Account is. |
Fund Type | Select from dropdown: revolving or expiring | Comments | (256 character limit). |
Type | Select from dropdown: debit or credit | Contact Address | Address to contact the Agency |
Default Credit Limit | This | Billing Address | Address to bill the Agency |
No Limit | Check box if the Account has no limit. | Contact Phone | Contact Phone Number | Default Account Balance | Contact Email | Contact Email |
In Transactions Tab, it will show all transactions on this AR account.
You are able to see Transaction ID, Date & Time, Transaction Amount, and if there is Customer information it will show that as well.Use the Start and End Date field to search within a date range.
Select Print to print or save to PDF your transaction data.
(Example)
Select Export (CSV) to download AR account transactions excel (see example on right).
View data, Save, and you can move to the next tab, DCC’s
Supplier* | Select Supplier from dropdown | RMA Number | Enter Return Material Authorization(RMA) Number |
Type | Select from dropdown: Return or Discrepancy | Postage | If there is postage, enter it here. |
Request Number* | Automatically populates upon “Add” | Return Policy | Defaults based on Supplier. (In Suppliers > parameters > return policy) |
Status* | Defaults to Proposed status, select from dropdown. | Max Return Time | Defaults based on Supplier. (In Suppliers > parameters > max days) |
Permission Date | Return Comment | Defaults based on Supplier. (In Suppliers > parameters > return comment) | |
Create Date | Auto populates upon “Save” | Include invoice information? | Select or Deselect. When deselected, checkbox “Update Order Decisions?” appears. |
Update Order Decisions? | When selected, Term drop down appears | ||
Term* | Select Term from dropdown. |
Add Product(s) from Invoices
If “Include invoice information?” box is checked, +Add Product(s) from Invoices button will be available.
If “Include invoice information?” box is not checked, +Add Product(s) button will be available. Scroll down to view instructions in “Add Product(s).In the popup modal Add Product(s) from Invoices you will be under the first tab, Step 1: Invoices. You can Search by the criteria given in search bar, select a Supplier from the dropdown, or use the Invoice Date field to search for the desired Invoice(s).
Use the checkbox on left of the Invoice to select desired Invoices.
Go to Step 2 : Line Items tab.
Select Reason for the return in the dropdown menu. You will be able to change this on the line item level in the Add Credit Request screen.
Line items default to all checked. Review information and deselect as needed.
Select OK.
You are now able to change your Cost or Return Reason on the line item as needed.
Enter Return QTY for each item. As you do this, you will see your “Credit Total:” update.
If needed, you are able to remove a line item by either:
Selecting the checkbox on the left of the item and selecting Remove.
Selecting the Trashcan button on the right of the line item.
Save.
Upon save, 2 buttons appear at the top of now the “Edit Credit Request” screen.
Invoices will allow you to select which Invoice to look at and take you to Edit Invoice screen.
Add Product(s)
In the DCC tab, you will be able to dictate what DCCs this AR Account can purchase.
Currently not available.
Field | Definition | Field | Definition |
|---|---|---|---|
Customers Tab
In the customers tab, you are able to see the customers who utilize this account. You are able to Unlink and Link Customer.
When you select Link Customer a window will popup letting you search/select from a dropdown list of customers.
Enter in the Start Date and End Date.
Enter the Credit Limit, this will update the Remaining Funds.
Customer Balance is editable and will update the Remaining Funds field to reflect this balance.
Select OK to close window.
To Unlink a customer, highlight the customer you wish to remove, and select Unlink. A popup will ask you if you are sure you want to do this, if so, select OK to perform action. Otherwise Cancel.
Save
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