Generating credit lines on a contract line

  1. Access SunSystems.
  2. Specify RCS in the search field and select Contract Setup (RCS).
  3. Specify a contract code or select existing one.
  4. Click Details.
  5. From the Actions drop-down menu, select Generate Credit Line.
  6. Specify this information:
    Start Date
    Select the effective date the credits lines must apply from.
    Status
    Each static data record contains a status code that determines the current processing status of the record:

    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.

    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.

    • Suspended/Held - a suspended record.

    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.

    A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record. You can alter the status of a record at any time. You must use the options on the Action menu to change the status
    Reason Code
    Select whether the reason code to set on each contact credit lines is DAMAGED, FAULTY, INCORRECTSTOCK, INVADJ, OUT OF SPEC, or OUT OF STOCK.
    Demand Quantity
    Specify the new quantity of the contract credit line. To credit the whole credit line on a contract, specify 0.
  7. Click OK.
  8. In the information dialog box, click Yes.