At the tendering phase of an order submitted via Make Sales Request wizard, the system calculates the minimum amount which must be paid at the time of the sale. This is based on:
Whether or not the customer is allowed to bill to their account.
The total for the current transaction.
The customer's account spending limit.
The customer's current balance.
A Payment Suggested message box is displayed based on the result of the calculation.
For customers permitted to bill to account, one of the following messages is displayed:
If the result is between 75% and 100% inclusive, the message indicates a payment is suggested but not required. Further it indicates the resulting customer balance in terms of percentage of the account spending limit if the entire sale is billed top account.
If the result is over 100%, the message indicates a payment is required. The message further indicates the payment amounts required to bring the account balance to 100% and 75% of the spending limit.
For customers NOT permitted to bill to account, the message indicates full payment is required at the time of sale.
Note:
Payments that will result in the customer exceeding their maximum allowable bill to account amount will require Manager Override.