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Overview
- Imported A/R records are updated according to the specific schedule set in the Credit Calculations X Stream Definition. For assistance updating that interval please contact Customer Support.
- Credit Limits are not currently supported by Rapidship Client, look for this in a future release.
Credit Limit Permissions
- Navigate to Maintenance > Permissions and open the Permission record for the User ID you would like to configure.
- Expand X Dispatch Functions > Customers then select if you would like to allow the user to View Credit Limits, Edit Credit Limits, and/or Import Credit Limit Data.
- Press OK to save and close the Permission record.
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Enable Credit Limit
- Navigate to
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- Maintenance > Customers and navigate to the
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- Invoices
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- tab.
- Check the
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- Enable Credit Limit
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- box.
- Fill in the
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- Credit Limit amount
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- you want to set for this specific Customer.
- Save
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- and close the Customer record.
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Overview of each field in the Credit Limit window.
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Configuring Credit Limit Enforcement
- Open the Global
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- Options
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- form from the top menu bar.
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- From the
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- Accounting
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- tab users can configure
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- X Dispatch
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- notifications and enforcement of the Credit Limits feature by selecting to
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- Ignore,
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- Warn, or
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- Enforce.
- Users can configure to Ignore
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- or
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- Enforce
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- functionality for
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- X Internet.
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- If set to
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- Ignore, all orders can be placed in
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- X Dispatch
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- and X Internet regardless of the Credit Limit that is set on the Customer record.
- If set to
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- Warn
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- in
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- X Dispatch, the following warning are displayed upon entering the Customer ID when placing any On-Demand order or editing any posted Route Stop.
- If set to
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- Enforce in X Dispatch, the following warning are displayed upon selecting the Customer ID.
- If set to
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- Enforce in X Internet, the following warning will appear at the top of the order entry page after selecting the Customer ID.
Important Note:
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The Warn and Enforce message for all orders placed inside of X Dispatch is set by CXT Software.
The Credit Exceeded Message for use in X Internet is set by the user. To set the Credit Exceeded Message follow the steps below:
- Navigate to the
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- X Internet
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- tab inside of the Global
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- Options form.
- Enter your company's message in the
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- Credit Exceeded Message
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- field.
QuickBooks Import
Exporting from QuickBooks
The configuration of the export done in QuickBooks is critical to a successful import into X Dispatch. Once a payment has been applied in QuickBooks to the Customer(s) you are updating in X Dispatch take the following steps to export the file:
- In QuickBooks navigate to
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- Report > Customers & Receivables > AR Aging Detail.
- Open
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- Customize report and select on the
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- Filters tab.
- From
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- Filters select Account.
- From the
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- Filter
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- choices select Paid Status.
- From
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- Paid Status click the
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- Either
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- radio button.
- Select
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- OK
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- which will close the window.
- From the menu select Memorize then enter in a name to save the filter with and click
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- OK.
- The A/R Aging Detail form is still open, click the
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- Excel
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- drop-down button.
- Select
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- Create New Worksheet.
- Export the
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- comma separated
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- .CSV file with a File Name of your choosing.
Use this memorized report with the set Filters to export
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each
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time for use in X Dispatch.
Important Note:
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These steps are taken from QuickBooks Pro 2015 and may be different with each version.
Importing to X Dispatch
To import a .CSV from a QuickBooks export:
- Open
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- X Dispatch, click the
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- Action
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- menu drop-down and select
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- Import A/R Data.
- Navigate to the location of the file to be imported and select
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- Open.
- Once you select Open you will then see an Import Complete popup. Click
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- OK
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- to close the window.
The newly imported A/R data will then be queued to be updated according to the specific interval set in the Credit Calculations
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Once the
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is run, the Outstanding Invoiced aging data is updated inside the Customer record.
Update A/R QuickBooks data as often as possible to keep the X Dispatch Customer records up to date.
For assistance updating the X Dispatch queue interval, please contact Customer Support.
Troubleshooting
