xTuple ERP Reference Guide

The system can be configured to place Customers on credit warning when their open Receivables become past due. Instructions for setting up that configuration can be found here: Section 11.1.1, “Configure Accounting”. To take full advantage of this functionality, you will need to regularly run the Update Late Customer Credit Status utility.

When run, this utility will review all late open Receivables for all Customers. Any Customers found to have late items falling outside the grace period will be placed on credit warning. These Customers will automatically be taken off credit warning once their late items are paid. You can run the utility using the following screen:

Update Late Customer Credit Status

When updating the credit status for late Customers, you are presented with the following options:

The following buttons are unique to this screen: