5.3.1 Transactions sub tab

The Transactions sub tab allows you post the following non-monetary transactions to update the customer/business credit details in respective tabs.
  • Customer Credit Limit Transactions:
    • Customer Credit Limit Increase
    • Customer Credit Limit Decrease
    • Decrease Customer Credit Limit HOLD
    • Increase Customer Credit Limit HOLD
    • Increase Customer Credit Limit SUSPEND
    • Decrease Customer Credit Limit SUSPEND
  • Business Credit Limit Transactions:
    • Business Credit Limit Increase
    • Business Credit Limit Decrease
    • Decrease Business Credit Limit HOLD
    • Increase Business Credit Limit HOLD
    • Increase Business Credit Limit SUSPEND
    • Decrease Business Credit Limit SUSPEND
  • Customer/Business Credit Limit Maintenance
  • Customer/Business Address Maintenance
  • Customer/Business Telecom Maintenance
  • Business Partners Maintenance
  • Business Affiliates Maintenance

For information on how to post non-monetary transaction, refer to Creating Monetary and Non monetary Transactions section in Customer Service > Maintenance chapter.

For information on defining parameters for each of the above transactions, refer to Customer Credit Limit Transactions section in Appendix chapter.