 | Used in "live" order-taking for quick but comprehensive credit
assessment. |
| Enhancement sums up customers' A/R outstanding, as well as outstanding
orders. |
| If this total exceeds credit limit, an alternate order number is generated,
and the order becomes a "held" order; an email is then sent to the Credit
department indicating that the order is on credit hold and needs to be looked at. |
| At the Credit department, a screen provides the customer's A/R outstanding,
their orders outstanding, their credit limit, and the amount they are over their limit. |
| Based on this information, and knowledge of the customer, the order is
either approved or rejected by Credit. |
| If approved, the order is drawn back into the regular order no. sequence,
and printed at the order desk. |
| If rejected, the order is recorded as a rejected order, and Credit notifies
the order desk that the order will remain rejected unless the customer can satisfy Credit
that the account will be brought up to date. |
| In either case, the person's name in the Credit department who looked at
the order is stamped on the order as well as the date and time, for later reference. |
