Enrich EMMS Online Help

Credit Check business parameters  

1. At the EMMS main menu, select Administration | Business Parameters.
   • The Business Parameters display screen appears.
2. Right-click on Credit Check and select Change.
   • The Edit Credit Check Business Parameters change screen appears.
3. Fill in the fieldsfields as required.

   Allow Credit Hold Override identifies whether or not a credit status of hold can be overridden by the user.

   Allow Credit Override on RA identifies whether or not insufficient credit can be overridden on a rental agreement, allowing the agreement to be made active.

   Bucket 1 - 6 identifies the percentage weight to be given to various aged receivables if aged receivables are to be included when determining customer credit status. 100% should be entered as 1.00.

   Credit Check on Rental Extension identifies whether or not a credit check will be performed if the planned in date or charge to date is extended on an active rental agreement.

   Credit Check Type identifies what type of credit check will be performed. You can click on the Prompt button to select the type from a list. Valid values are:

   • B - Both Fleet and $ Limits
   • C - Credit $ Limits Only
   • F - Active Fleet Limits Only

   Options B and F allow for trailer limits/unit limits on the customer master. If either is selected, the following 3 fields (Maximum Extra Units, Minimum Account Open Days, Include Subs in Fleet Count) should also be filled in.

   The Check Fleet Counts at Entity Level parameter below is only used if this parameter is set to B or F.

   Check Fleet Counts at Entity Level is only used if the Credit Check Type is set to B or F. If set to Yes, the fleet count limits are checked at the 000 suffix only

   • the customer master edit screen will only allow entry of fleet information at suffix 000
   • credit checking will be done using the 000 suffix fleet information
   • fleet counts will include units for all suffixes

   If set to No, the fleet count limits are checked at the suffix level (001, 002, etc.)

   • the customer master edit screen will allow entry of fleet information for the suffix
   • credit checking will be done using the customer suffix fleet information
   • fleet counts will include units for the customer suffix only

   Maximum Extra Units is the maximum number of extra units a customer is allowed if the maximum is blank on the customer master. This should be filled in if the Credit Check Type is either B or F.

   The credit checking has a soft/hard tolerance. If customers are allowed to have 2 trailers over their limit before they are blocked, the users get a warning at 1 and 2 trailers over, and are then blocked if they get to 3 over.

   The ability to not allow extra trailers at the customer level is controlled on the customer master.

   Minimum Account Open Days is the minimum number of days the customer must be active in order to have extra units allowed. Extra trailers are only allowed for customers that have been active for this number of days. If the customer has been active for less than this number of days, no extra units will b allowed. The credit department would need to increase the Fleet Count Limmit to allow extra units. This should be filled in if the Credit Check Type is either B or F.

   Include Subs in Fleet Count identifies whether or not subs should be included in the fleet count. This should be filled in if the Credit Check Type is either B or F.

   Perform WO Credit Check on Owned Units - when set to Yes (the default), Enrich will check customer credit even when on company-owned units. If set to No, credit checking will not be performed on work orders for any company-owned units. The assumption is that an owned unit is going to be fixed regardless of the credit-worthiness of the customer.

   Reservation/Rental Credit Check identifies whether or not customer credit is checked when making a reservation or creating a rental.

   Use Current Reservations identifies whether or not current reservations for the customer are included when determining customer credit status.

   Use Aged Receivable identifies whether or not aged receivables are included when determining customer credit status.

   Use Future Fixed Bills identifies whether or not expected future fixed bills are included when determining customer credit status. You can click on the Prompt button to select the value from a list. Possible values are:

   • Do Not Use Future Fixed Bills at All
   • Use RC Future Fixed Bills Only
   • Use Both RC and LC Future Fixed Bills

   WO Credit Check Error At is the upper credit limit percentage allowed. If creating a work order for the customer who has reached this level, a hard error will be issued and the work order will require supervisor approval to proceed. This will be used if the customer does not have their own specific values. If nothing is defined at either level, Enrich will default back to using the percentage defined on the Financial Master Files business parameters called "Supervisor approval required at x% over credit limit".

   WO Credit Check Warning At is the credit limit percentage at which a warning should be presented when creating a work order. You will still be able to continue with the work order when this level is reached. This will be used if the customer does not have their own specific values. If nothing is defined at either level, Enrich will default back to using the percentage defined on the Financial Master Files business parameters called "Supervisor approval required at x% over credit limit".

   WO Credit Check - Include Invoiced - if set to Yes, Enrich will add the invoice amount of work orders that have not yet been sent over to Financials into the total receivable amount.

   WO Credit Check - Integrate WO/Rentals - if set to Yes, Enrich will use both the work order credit check rules and the rental credit check rules to determine the available credit on rentals and work orders.

4. Click Enter to save the parameters.
5. Click Exit twice to return to the menu.

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