Differences

This shows you the differences between two versions of the page.

--- cats:procedures:accounting:authorizationscan [2022/07/01 14:42] – jen
+++ cats:procedures:accounting:authorizationscan [2022/08/08 17:12] (current) – jen
@@ Line 1: / Line 1: @@
-=====Authorization Scan=====
+=====Past Due and Credit Limit Warnings======
-Edit or add credit limit and past due exceptions for accounts. From the main menu, go to **Accounting > Accts:Names/Addr > Authorizations**.
+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===
-{{:cats:procedures:accounting:authoscan_main.png?400|}}
+A list of exceptions will show on this scan. Add a new exception or edit one already created.
+[{{:cats:procedures:accounting:authoscan_main.png?|Scan authorizations (all)}}]
 ===Add===
+Choose **Add** from the top menu. Select authorization type (**past due** or **credit limit exception**), press **continue**.\\
+[{{:cats:procedures:accounting:authoscan_select.png?400|authorization scan select type}}]
+Add the account and contract number (optional). Press **Apply**.\\
+[{{:cats:procedures:accounting:authoscan_add.png?400|}}]
+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.\\
+[{{:cats:procedures:accounting:autho_pastdue.png?|}}]\\
+[{{:cats:procedures:accounting:authoscan_create.png?|}}]\\
+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.
+[{{:cats:procedures:accounting:autho_addedtoscan.png?|Added to scan list}}]\\
-{{:cats:procedures:accounting:authoscan_select.png?400|}}