Credit Limit Check Hook (R-CLIMIT.MAC) 
Credit Limit Check Hook (R-CLIMIT.MAC)
The script file must be located in your CAPITAL program directory and must have the file name R-CLIMIT.MAC. A sample script can be found in your \CAPITAL\MAC directory.
This hook script can be used to control credit limit checking in CAPITAL. Credit limits are checked when invoices and (optionally) sales orders are entered and saved.
Entry Values
|
Variable |
Purpose |
|
AccountBalance |
The total balance that exceeds the customer's credit limit. |
|
Amount |
The amount of the transaction. |
|
TotalDue |
The total amount the customer owes |
|
Custrec->X |
You may query the contents of the fields of the customer account, in particular Custrec->Cuscredit. (The customer's credit limit.) |
|
Cuaux000->X |
You may query the contents of the customer account's user fields if applicable. |
Return Values
The script should return TRUE if the credit limit for the selected account is OK. Return FALSE if the credit limit has been exceeded.
Comments
If
you do not want to also perform a regular credit limit check, suppress the standard credit limit checking
feature. For information on how to do this see the topic: Alerts
& Messages.
Example #1
* This script sets a global credit limit of $1,000 if an individual
* credit limit rating is not specified for an account
If Custrec->Cuscredit = 0 .And. AccountBalance + Amount >= 1000
Return False
Endif
Return True
Example #2
* This script checks that the credit limit has not been exceeded &
* also for any overdue transactions that remain unpaid by more than
* $5 dollars. An overdue transaction is defined as a transaction
* that remains unfully paid for twice the customer's terms plus 4
* days. If the transaction & account fail the credit test, then
* prompt for a password to proceed. The password is accepted only
* if the user has level 9 access (administrator level).
Declare lOverLimit Type Logic
Declare cPassword Type Character
Declare aInfo Type Array
lOverLimit := FALSE
* Check to see if account is over it's credit limit if we
* take into consideration this transaction's value
If TotalDue + Amount > Custrec->Cuscredit
Echo("Accepting this transaction will cause this account to go over it's credit limit.",, TRUE)
lOverLimit := TRUE
Endif
If lOverLimit
Goto CheckLimit
Endif
* If OK, now check if any transactions are overdue.
* The Invoice table may not be open in all areas so
* request to open it here
OpenTable("Invoice")
* The 'AALLOC' search only finds transactions that
* are partly or fully unpaid
Invoice->(Find(Custrec->Cuscode, "AALLOC"))
:Loop
If Invoice->Acccode # Custrec->Cuscode
Goto CheckLimit
Endif
If Invoice->Invtot > 0 .AND. Unpaid() > 5 .AND. Today() - Invoice->Date > (Custrec->Custerms * 2) + 4
Echo("One or more transactions are overdue for this account.")
lOverLimit := TRUE
Goto CheckLimit
Endif
Invoice->(Skip())
Goto Loop
:CheckLimit
* Don't prompt for password if transaction has no value yet.
* Warning above will be sufficient.
If lOverLimit .AND. Amount = 0
lOverLimit := FALSE
Goto End
Endif
If lOverLimit
* Offer password option to unlock
FormCreate()
FormAdd("Please Enter Password To Proceed", SPACE(8), "*")
If FormShow("Password To Override Credit Restriction")
cPassWord := FormResult(1)
aInfo := PasswordInfo(cPassWord)
* Access level 9 is administrator level
If aInfo[1] == 9
lOverLimit := FALSE
Else
Echo("Sorry, this password is not sufficient to permit approval.",, TRUE)
Endif
Endif
Endif
:End
CloseTable()
Return .NOT. lOverLimit
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Related Topics:
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