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Terms
Use this area to set accounts receivable payment terms, credit limits and exemptions for transaction, invoice, and statement processing. To open the Terms tab, select Maintain | Accounts. The Accounts window appears. Select the account and click the Terms tab.
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To change the payment terms for an account, click the the Image Added Set Custom Terms button. A window similar to the following with the standard terms appears.
Image RemovedThe Account Terms window will appear.
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Make the desired changes and click the Image Removed
Image AddedSave button. Click the
Image RemovedUndo
Image Added Cancel button to undo any changes.NOTE:
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Standard payment terms can be configured by selecting Setup | Configure – Standard Terms. |
Credit Limit
The credit limit feature is only available when Interact Professional is used to maintain account balances. It allows the user to set a maximum amount of credit for an account. The scale operator can receive a warning message when the credit limit is close to being exceeded or has been exceeded.
A warning message similar to the following will appear in the Weigh form when the account is selected.
Click the OK button to continue. The operator can choose to continue and process the transaction or cancel the transaction.
When continuing to process a transaction for an account that has exceeded it's credit limit additional warning messages will follow.
Click the Yes button to continue and complete the transaction. Another message similar to the following will appear during the outbound portion of the transaction for Weigh In / Weight Out transaction types. Click Yes to continue and complete the transaction.
Click the No button to cancel the transaction. A message similar to the following will appear.
Click the OK button to continue. The ticket can be modified or cancelled.
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This feature does not work across multiple database environments like DataSync. |
Exemptions
Check the boxes for any exemptions specific to the selected account.
- Exempt from Finance Charge
- Exempt from Freight Tax
- Exempt from Freight Charge
Invoicing
- Invoice Group - Select a group from the available drop-down list
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