Distribution, Manufacturing, and Internet Modules

[neal1079]

Hello I have been using MAS for nearly 6 years and have been just recently trying to figure out if there is a way to put a override password in place if a customer pops up on credit hold or over their credit limit.  We have new people in house that do not look at details and I need to have a failsafe so that bad customers do not have the option to place another order without manager approval.  Any and all help is greatly appreciated.

[thebottomline]

What version of MAS?  I believe this is controlled via the role security now.

[neal1079]

We are using MAS 200 4.40.0.4.  If we do this through role security will a manager be able to override on the spot?

[thebottomline]

I believe the order will be saved with a hold status then a manager would access the order under their login to take the order off hold.

[neal1079 · Accepted solution]

You were right it is through role security.  Thanks for the help.  Just in case anybody else wants to know here is what I had to do.

-Goto: Library Master->Main->Role Maintenance

-Select the role that you want to remove the override setting for

-Select Module Options Tab

-Expand the Accounts Receivable Menu

-Uncheck Allow Credit Limit Override

-Save

I know that it says credit limit override but it also works for accounts that are on credit hold as well.

[SPyle]

Neal,

Nice follow-up - posting the solution you came up with.  It would be great if more people did this to help the entire community!

[neal1079]

Much appreciated Steve, anything else i find I will be sure to post online.

Neal