Overview Of Live Credit Limit

Process To Set Credit Limit for Party In Marg ERP Software

Process To View Live Credit Limit In Marg ERP Software

Overview Of Live Credit Limit

Live credit limit monitoring is a proactive approach to managing customer accounts by continuously tracking their credit usage in real time. This process enables us to quickly identify customers who have exceeded their credit limits, which may indicate potential financial difficulties or changes in purchasing behavior. By monitoring these limits, we can take immediate action to understand why a customer has surpassed their credit limit.

Process To Set Credit Limit for Party In Marg ERP Software

• Go to Masters > Ledger Master > Ledger > Modify Ledger.

• The user will press 'F3' key on a particular party in which the transport name is picked.

• Click on 'Other Detail'.

• In 'Credit Limit' option the user will mention the limit and press 'Ctrl+W' key to save the details.

Process To View Live Credit Limit In Marg ERP Software

• Go to Transactions > Sale > Live Credit Limit's.

a. Reporting Based on: Select the option based on which the report needs to be viewed.

b. Show Parties Billed Between: Mention the days in which the party created a bill that needs to be analyzed.

c. Sales Value Calculate From: Mention the by which the sale value needs to be calculated.

d. Calculate for Days <365>: Mention the days based on which days need to be calculated.

e. Area: Select the option if needed to view the report for select Area.

f. M.R.: Select the option if needed to view the report for select M.R..

g. Station: Select the option if needed to view the report for select Station.

h. Group: Select the option if needed to view the report for select Group.

Press 'Enter' key.

After following the above steps, the user can view the Live Credit Limit in Marg ERP Software.