Overview:
I want to put a customer on credit hold. Is there a way to do this? I want the customer to be flagged if a dispatcher tries to book a load for that customer.
Steps:
There are several things that you can do.
- Go to master files, customer, find that customer, edit it and change the field STATUS field to I (for inactive). If a dispatcher tries to book a load for this customer, they will get a message that customer is inactive and they will not be able to book the load.
Or
- Go to master files, customer, find that customer, edit it, click the Freight Billing button and enter a credit limit.
- Go into Dispatch, Tools, Options. There are two applicable questions under Load Booking Defaults ... Warn if bill to over credit line and prevent booking if over credit limit. Enter Y for one of these.
When a dispatcher tries to book a load for this customer the system will compare what you have entered as the credit limit against that customers outstanding balance in Freight Billing. If the outstanding balance exceeds the credit limit amount, then the dispatcher will receive a message that the customer is over the credit limit.
Bob Hogan
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