This functionality should be available from any customer inquiry button in the system. It would give you the ability to see if they have an open invoice, are late payers etc. and then you can decide if you want to ship the order, put it on hold, reassses their credit terms. etc.
by: Cynthia F. | over a year ago | General Enhancements
Comments
Best case would be a role setting
This functionality is already in Sage ERP MAS 90 and 200, version 4.1 and higher. When you are entering an S/O, you can see the entire customer record, assuming you have role permissions to do so. Simply click the hyperlink under Customer No. once you have entered the customer number on the sales order. The entire customer maintenance program becomes available, including open invoices and outstanding balances.