Override Credit Limit

The Credit Limit Override feature allows a sale to occur to a Customer even if the sale exceeds the customer’s pre-determined Credit Limit set in RIMSS.

If a user has been granted permission to Override a Credit Limit for a customer who has exceeded the Credit Limit set in RIMSS, the “Error Code 9” message will pop up with an Override button that will allow them to override the credit limit.

If a user does not have permission to Override a Credit Limit for a customer who has exceeded the Credit Limit set in RIMSS, the “Error Code 9” pop-up will have boxes for another user with permission to Override Credit Limits to enter their RIMSS User Name and Password to Override the Credit Limit.

The Customer’s Credit limit can be raised or lowered on the detail tab of the Customer Master Record as needed.

To grant the Override Permission go to: File >Manage > Manage Permissions.

In the Permissions Master choose the role that needs the new permission, choose “All” under Functional Area, and choose the Location that you want to grant the permission for from the dropdown boxes.  Click Fetch.  

In the Auto-Filter Row type "override" to find the permission for Overriding Credit Limit on POS Forms.  Check the box next to the permission description and click “Save” on the top left to grant the permission to the Role.  Users with the Role will need to log out and back in to RIMSS to access this new permission.