AGRIS Customer Documentation

Invoicing Setup Options - new "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?" setup option (now separate from Invoices setup option) (AGS-9264)

Benefit:

  • Increase flexibility to control credit limits and related secured overrides on Delivery Tickets differently from Invoices.

Details:

  • You can now control the ability to override credit limits for invoicing and delivery tickets independently.



Navigation - Setup: 

Inventory Setup: INV > Setup Information > Invoicing Setup Options > Select 1) General Information

  1. The name of the existing option "Allow Invoicing And Delivery Tickets Over Credit Limit ?" has changed to "Allow Invoices Over Credit Limit With No Additional Prompt ?".

  2. A new option has been added called "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?".

  3. The possible values are "Y" and "N".

  4. The new option value will default from the existing option value.  The existing option value of "A" will result in a value of "N".

Navigation - Usage:

Delivery Ticket Entry: INV > Delivery Tickets > Delivery Ticket Entry

  1. "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?" is set to "Y".

    1. You are able to enter delivery tickets that exceed the credit limit regardless of their security settings.

  2. "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?" is set to "N".

    1. You will be prompted to override the credit limit.

    2. Note: If you have sufficient security the prompt will be Yes or No. If not, the prompt will require the credentials of someone with sufficient security.

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