Customer Credit Checking

[TClark45]

In Sales Order Entry, there is a dialog (DLG) form "CUSTOMER CREDIT HISTORY" that pops up when entering an order if the customer is over credit limit. (dlg_credit) This screen (form) displays open order total, credit limit, amount over credit limit, etc.

If you look at the forms available in "customizer" this form is listed in sales order and accounts receivable. Does anyone know if this screen (form) can be displayed when querying a customer (instead of just during sales order entry).

I know that you can already get most of this information in the customer query history tab - however the dlg_credit screen (CUSTOMER CREDIT HISTORY) is more useful for my application. There must be a DDE script or something that can be used in "customizer" to link to this screen (form)from accounts receivable.

Thanks in advance.

 

[PgmrChris]

The form you mention is indeed in s/o data entry and a/r data entry, but there is no corresponding form in a/r customer inquiry or a/r customer maintenance. There is no current way to pop up this screen in a/r customer maint/inquiry with the customizer utility. It is possible to do this through a customization of the software. (As I bid these type of things and do this type of work), I can tell you that I would quote something like this at 2-4 hours ($350-$700). The next version of MAS90 (3.71) will be available very soon.. and it now allows VBA scripting. It might be worthwhile to wait and see if this type of modification would be possible with VBA (visual basic for applications--basically a development language available to the end-user that is wrapped into the software pacakge).

Hope this helps
-Chris

 

[TClark45]

Chris,
Thank you for your reply. I will be waiting patiently for the next MAS90 version.

TClark