SPM Company Processing

Two new fields 'Current Balance' and 'Credit Limit' have been added below the existing 'Site Filter' field. These fields display the current balance and credit limit for the selected customer/supplier. If the user navigates to another company record the current balance and credit limit will be updated to reflect the newly selected company.

Please Note: For Prospects, Competitors and Other the current balance and credit limit fields will display N/A.

Two new action menu items 'Sales Account View' and 'Purchase Account View' are available. For company records which are not Prospects, Competitors and Other a new form will display the View Options and then the Account View form. This account view form will be synchronised with the Company Processing form. If the user navigates to a record which is not linked to a customer/supplier account the form will display 'No Transactions Exist'.