To Enable or Disable Write-Offs

You can define write-offs to be enabled by default for customers grouped under a particular class or modify the default setting for a particular customer of the class. You use the Customer Classes form to configure default write-off settings for each class and the Customers form to override default class settings for particular customers.

To Set the Default Write-Off Settings for Customers of a Customer Class

1. Open the Customer Classes (AR201000) form.
2. In the Class ID box, select the customer class that you want to enable or disable write-offs for.
3. On the Financial tab, in the Financial Settings section, do the following:
   1. Select the Enable Write-Offs check box if you want to allow write-off operations for customers of this customer class or clear the check box to disable write-offs for customers of the class.
   2. If you have enabled write-offs for the class, in the Write-Off Limit box, type the maximum value that may be written off for each application line for documents of customers of the class. All balances and credits that are less than this value may be written off.
4. Click Save to save your changes.

You can then change default write-offs settings for each customer individually.

To Override Default Write-Off Settings for a Customer

1. Open the Customers (AR303000) form.
2. In the Customer ID box, select the customer that you want to enable or disable write-offs for.
3. On the Financial tab, in the Financial Settings section, do the following:
   1. Select the Enable Write-Offs check box if you want to allow write-off operations for the selected customer or clear the check box to disable write-off operations.
   2. If you have enabled write-offs for the class, in the Write-Off Limit box, type the maximum value that may be written off for each application line. All balances and credits that are less than this value may be written off.
4. Click Save to save your changes.