Depending on your company settings in CATS, you can prevent the creation of DOs and/or invoices based on counterparties (usually customers) who are over the credit limit or have past due invoices. Authorizations allow you to bypass these blocks, either temporarily or indefinitely.

Use the Authorization Scan to create credit limit and past due exceptions for accounts. From the main menu, go to Accounting > Accts:Names/Addr > Authorizations.

A list of exceptions will show on this scan. Add a new exception or edit one already created.

Scan authorizations (all)

Exceptions can be per counterparty, per type, or even per contract, to allow a single contract to be authorized.

Choose Add from the top menu. Select authorization type (Past Due or Credit Limit Exception), then press Continue.

Add an authorization and select the type.

Enter the account and (optional) contract number. Press Apply.

Enter the account and contract number.

Enter all of the information for the exception. Enter a start and end date or check box Does not expire, if it doesn't expire. Add notes or limits and press Apply when done.

The exception will be added to the scan. Choose Edit to revise exception, Filter to sort scan list and HTML to print scan list. Exit will bring you back to the home screen.

Added to scan list