Expanded Credit Checking A Feature of D-Plus An Enhancement For iSeries 400 DMAS from Copyright I/O International, 2009 Skip Intro

2 Expanded Credit Checking 4 An enhancement to DMAS order entry that provides more dynamic and flexible customer credit checking A Feature of D-Plus

3 Expanded Credit Checking 4 Credit checking of a single order can include the credit limit of –That customer record only –All customer branch records within a multi-branch customer –All customer records defined to be members of a customer enterprise –All customer records within a customer enterprise that extends across DMAS company boundaries A Feature of D-Plus...

4 Expanded Credit Checking 4 Credit checking of a single order can consider unpaid orders/invoices for –That customer record only –All customer branch records within a multi-branch customer –All customer records defined to be members of a customer enterprise –All customer records within a customer enterprise that extends across DMAS company boundaries A Feature of D-Plus... Advanced Order Copy Summary

5 Expanded Credit Checking Summary (click button to view detail) During Order Entry Customer Extension File Maintenance Back to Title Page Tailoring Options Customer Inquiry Sales Order Entry Inquiry

6 During Order Entry 4 Credit checking occurs during order entry as it always has, except –The credit limit may be a calculated amount –The unpaid amount against which the credit limit is compared, may be a new, calculated amount –Both based on the new expanded credit checking criteria

7 During Order Entry The same credit limit messages appear as previously, but now based on the expanded credit checking rules The credit limit in this example is a sum of multiple customer master records Return to Credit Checking Summary

8 Tailoring Options 4 Using the IOTAILOR XCRED command, the user can tailor the Expanded Credit Checking enhancement 4 A tailoring option defines how the credit limit is to be determined when customers are combined for credit checking 4 A second tailoring option defines how the total unpaid amount is to be calculated when customers are combined for credit checking

9 The user has elected to use special charge code 5 for shipping and handling charges Tailoring Options Tailoring options control how credit limits are determined for combined customers as well and how the unpaid amount is calculated The user has defined a special charge record to be used for the generated shipping and handling charges Return to Credit Checking Summary Credit limit choice Enterprise option

10 Tailoring Options 4 Expanded credit limit choice 1.Credit limit of the current customer only 2.Lowest among all customers being consolidated 3.Highest among all customers being consolidated 4.Aggregate sum of all customers in the Enterprise Return to Credit Checking Tailoring

11 Tailoring Options 4 Customer Enterprise Option 1.Utilize the Enterprise identifier and include all customer that are part of the enterprise 2.Include only those customer branches that belong to the same customer root of a multi-branch customer 3.Utilize both the above enterprise method and the customer root method Return to Credit Checking Tailoring

12 Customer Extension File 4 Provides the ability to define special enterprises to be used for expanded credit checking –May include any number of customers –Customers may be in different DMAS companies 4 A method by which related customers may be defined to be in the same enterprise even though their customer numbers are not similar in any way

13 Members of a single enterprise may originate from different DMAS companies Customer Extension File Among other things, the customer extension file is used to define which customers belong any given enterprise A group of customers are assigned to the enterprise of ACEHOLDING Return to Credit Checking Summary

14 Customer Inquiry 4 For customers that are part of a credit check enterprise, a new screen has been added to show credit information about each customer member of the enterprise 4 The Customer Inquiry screen A/R Data continues to display only data for the displayed customer 4 The F7=Credit chk function key displays the new screen

15 Pressing F7 will display enterprise credit check information if the displayed customer is part of a credit check enterprise Customer Inquiry The A/R Data Customer Inquiry screen displays A/R and credit limit information for the displayed customer as it always has The credit limit displayed is for the displayed customer only

16 Credit information is displayed for each enterprise member as well as an enterprise total Customer Inquiry The Customer Enterprise Credit Check screen is displayed when the customer is part of a credit check enterprise One line is displayed for each customer that is part of the credit check enterprise, including the current customer Return to Credit Checking Summary

17 End of Presentation For more information about the Expanded Credit Checking Enhancement for iSeries 400 DMAS, call I/O International, Inc. at (914) Thank you for your interest Suite 2002 Pinewood Business Center Somers, New York Return to Expanded Credit Checking Summary

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