Machinery & Equipment
  • Shipping: You can specify the actions to be taken if you exceed credit limits, such as sending a warning or not allowing shipping.

    • Credit Limit Information

    You can specify the following credit limit information so that the system will not allow transactions to continue if they are exceeded.

    • Partner Credit Limit
    • Credit Excess Amount and Percentage: You can specify a credit exceeding amount or percentage by typing in the relevant fields.
    • Total Credit Limit

    Risk Calculation Parameters

    You can specify the following parameters for risk calculation.

    • Is Open Account Balance Included in Risk Calculation?: If yes, you can check the checkbox.
    • Are Uncollected Checks Included in Risk Calculation?: If yes, you can check the checkbox.
    • Own Control Risk Factor: You can write "Factor".
    • Approved Control Risk Factor: You can write "Factor".
    • Are Uncollected Notes Included in the Risk Calculation?: If yes, you can mark the checkbox.
    • Note Rating Risk Factor: You can write "Factor".
    • Approved Bond Rating Risk Factor: You can write "Factor".
    • Are Unbilled Billing Notes Included in Risk Calculation?: If yes, you can check the checkbox.
    • Sales Types: You can determine sales types.
    • Orders Sent in Risk Calculation: If yes, you can tick the checkbox.
    • Order Types: You can specify order types.

      After you select a "Employee" or "Partner" or "Contact Person" from the window, you can select a Partner Responsible Person Relationship Type from the drop-down box.

      If a user is assigned as a "Responsible Person" to some customers, that user can view those customers by selecting the "My Account" checkbox on the customer browsing screens (on the "All Customers" screen and on all customer-related submenus).

      View Statement

      By clicking the "Statement" button, you can view the "Business Partner Financial Statement" based on accounting records, such as all sales invoices for the relevant patient - medical customer.
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