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Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:accounting:authorizationscan [2022/07/07 16:42] – jen | cats:procedures:accounting:authorizationscan [2022/08/08 17:12] (current) – jen | ||
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- | =====Authorization Scan===== | + | =====Past Due and Credit Limit Warnings====== |
- | Use authorization scan to create credit limit and past due exceptions for accounts. From the main menu, go to **Accounting > Accts: | + | Use **authorization scan** to create credit limit and past due exceptions for accounts. From the main menu, go to **Accounting > Accts: |
===Scan of Authorizations=== | ===Scan of Authorizations=== | ||
A list of exceptions will show on this scan. Add a new exception or edit one already created. | A list of exceptions will show on this scan. Add a new exception or edit one already created. | ||
- | {{: | + | [{{: |
===Add=== | ===Add=== | ||
Choose **Add** from the top menu. Select authorization type (**past due** or **credit limit exception**), | Choose **Add** from the top menu. Select authorization type (**past due** or **credit limit exception**), | ||
- | {{: | + | [{{: |
Add the account and contract number (optional). Press **Apply**.\\ | 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' | Enter all of the information for the exception. Enter a start and end date or check box **Does not expire**, if it doesn' | ||
Add notes or limits and press **Apply** when done.\\ | 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. | ||
+ | [{{: |