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How to set All Party Credit Limit at Once in Marg ERP Software ?

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Ans.1
  • Go to Masters > Rate Master > Credit Limits Management. 

The user will select the below options as per the requirement.

a. Show Parties Billed Between: The user will enter the 'date range' during which billed parties needs to be shown.

b. Sales Value Calculate From: Mention the 'date' from which the user wants to calculate 'Sales Value'.

c. Calculate for Days <365>: The user will enter the 'days for Limit Calculation'

d. Limit on Days <30>: Enter the 'days on which Limit' needs to be applied.

e. Primary Limit  90%: The user will fix the 'Primary Limit' as per the requirement.

f. Credit Limit 100%: The user will fix the 'Credit Limit' as per the requirement.

g. Bills Nos in same Formula: Select 'Yes' to apply this formula on Number of Bills otherwise select 'No'.

h. Highlight Limit Difference: This will highlight the difference in Party Limit and Limit according to this formula if the difference is more than this 'percentage'.

i. Filter for Indicate/Stop: The user will select to filter the parties as per the 'Limit applicability'.

j.  Filter for Auto/Manual: The user will select the options to view parties as per 'Auto/ Manual'.

k. Filter for Data: Select the option to view parties as per the data.

l. Minimum Default Cr.Limit: Enter the 'Minimum Default Credit Limit for Party'.

m. Minimum Default Bills: Enter the 'Minimum Default Bills for Party'.

n. Minimum Default Days: Enter the 'Minimum Default Days for Party'.

o. Maximum Default Cr.Limit: Enter the 'Maximum Default Credit Limit for Party'.

p. Maximum Default Bills: Enter the 'Maximum Default Bills for Party'.

q. Maximum Default Days: Enter the 'Maximum Default Days for Party'.

Press 'Enter' key.

  • Press 'F6' key.

  • Click on 'Yes' button to update all with the advised limit.

  • Press 'F10' key to save the details.

  • Click on 'Close' button.

  • Click on 'Yes' button.

  • Click on 'OK' button.

After following the above steps, the user can set All Party Credit Limit in Marg ERP Software.


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