cats:procedures:accounting:authorizationscan

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

Scan of Authorizations

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

Scan authorizations (all)

Add

Choose Add from the top menu. Select authorization type (past due or credit limit exception), press continue.

authorization scan select type

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

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


  • cats/procedures/accounting/authorizationscan.txt
  • Last modified: 2022/08/08 17:12
  • by jen