Over Credit Limit Report
If your company utilizes and enforces Credit Limits, you can use this report module to print a list of Customers who are over their limit. You can then pull up account information in the Account History Inquiry module to determine if the Credit Limit needs to be increased, or if the over limit amount needs to be collected. This report module is tied to the Credit Limit field in the Customer Maintenance module—you will need to return to that field to increase a Customer’s limit. When you enter this module, the screen will appear as follows:
Click the Print button to print the report, or click the Excel icon to export to Excel.
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