Over Credit Limit Report

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.



    • Related Articles

    • Customer Reference Listing

      This is a much simpler customer listing report. It shows the Customer ID, the Customer name and address information, the telephone number, the Customer’s Credit Status and Credit Limit, and the Territory Code and Salesperson ID assigned to ...

    • Hand Check Void Check

      This module allows you to process hand written checks in the system and also to void both hand written and system printed checks. The Hand Check feature should only be used for “quick” checks that need to be processed before the next scheduled check ...

    • Jobs Not Approved Report

      This report works in conjunction with the Credit Approval feature in the system and can only be used if the Credit Approval feature has been enabled in the system through the Company Control 2 level of the System Control Maintenance module. If the ...

    • Customer Account Maintenance

      This is a set-up module that must be completed before going “live” on the RollMaster System. Thereafter, this module will be used to make adjustments to customer accounts that cannot be made through regular system Invoicing or Credit Memo Processing. ...

    • Print Electronic Payment Report

      This report is for processing Electronic Payments to Vendors.  During this process, no actual Check is printed, but a report is printed listing the Invoices paid.  To use this feature and report, you will first need to select the Invoices/Credit ...