This module allows you to manage the Credit Approval feature in the RollMaster System. It first needs to be activated before use. If the Credit Approval program has been turned on through the Company Control 2 level of the System Control Maintenance module, you can then use the Approve/Select Jobs module to manage Credit Approval on a job-by-job basis for each Customer. For every Customer that is either over their Credit Limit or past due on an Invoice, the system will not allow processing of a Work Order or Invoice on those Jobs. However, through this module, if a User has Credit Approval control, they can change the Credit Status Approval on a Job through this module. (Please Note: Credit Approved Status can be changed from an “N” to a “Y” in the Job if the User has that control enabled.) When you enter this module, the screen will appear as follows: 

The Jobs Not Approved Report can be printed from within this module. The option appears at the top left. At the Branch field, use the drop-down box to select an alternate Branch ID if applicable. At the Customer field, click the button to make a selection, or type in the Customer ID. In the Install Date fields, you can change the dates to view only those Jobs scheduled to be installed during a particular time frame or make no selection to view all Jobs in the system for the Customer. The Credit Limit (CrLmt) field will display the current Credit Limit on the Customer’s account. The Approved Credit Balance (Apprv Cred Bal) field will display the balance for all Jobs currently approved for credit. The Not Approved Balance (Not Apprv Bal) field will display the total of the Jobs that have not been approved for credit. Once you have entered an Install Date range, the system will pull up all applicable Jobs on the screen as follows:

If a User has permission to override the Credit Status on a Job, they can right-click on a highlighted line and use the Select/Unselect option to change the Approval status and that will automatically update the Job accordingly. If an “X” appears in the Ap column, no one can override the Credit Status to allow processing of the Job unless they have Master Override permission which is granted in the User Control 2 screen. If this is the case, the User will see both the Disable/Enable option as displayed above. This is the final determination for that Job and the system will not allow a Work Order or Invoice to be processed for that job. The Past Due Approval option allows a User with that permission to approve Jobs where the Customer has past due Invoices. In this case, a Job may be approved for credit based on the Credit Limit, but if there are past due Invoices on the account, the system will still not allow processing of the Job. The “X” and “A” status can only be changed from within this module, not from Order Entry.