Greetings,
We are running Sage 300.
We are having difficulty ascertaining the impact of posting future-dated Accounts Receivable drafts for a customer on their credit limit. Does posting future-dated A/R drafts to a client's account in our Sage system impact their credit limit as of today, or does it impact upon the document date as posted?
Kind regards,
Smith
Hi Smith,
Any receipt that is posted will affect the customer's credit limit immediately (even if the receipt is future dated). However, if by 'draft' you mean entered and not posted, then you have an option to include or not include that amount in a credit check by going to AR Setup / Options / Processing. Under the Credit Checks section, you have the option to Include Pending A/R Transactions in Credit Check.
Let me know if you need more info or if I have misunderstood the question.
Thanks,
Bonnie
Hi Smith,
Any receipt that is posted will affect the customer's credit limit immediately (even if the receipt is future dated). However, if by 'draft' you mean entered and not posted, then you have an option to include or not include that amount in a credit check by going to AR Setup / Options / Processing. Under the Credit Checks section, you have the option to Include Pending A/R Transactions in Credit Check.
Let me know if you need more info or if I have misunderstood the question.
Thanks,
Bonnie
