# Debtors Defaults Tab

<span style="color: rgb(45, 194, 107);">**System Config &gt; Defaults &gt; Debtors**</span>

### <span class="ts0">COD Popup on Debtor Invoices</span>

<span class="ts0">If a customer is marked as COD, it will give you a pop up to say its a COD client </span><span class="ts0">when </span><span class="ts0">creating </span><span class="ts0">a sales document.</span>

<span class="ts0">Quote, sales order, invoice and credit note</span>

<span class="ts0"> </span>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/YZkimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/YZkimage.png)

<span class="ts0"> </span><span class="ts0">This will work with any customer that is marked as account terms equal to COD</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3684).png)

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### Debtor On Hold Popup on Time Logs

<span class="ts0">Activate this feature to enable a pop up on time sheets if the customer is on hold.</span>

<div aria-label="Page Section Options" class="pointer-container" id="bkmrk-%C2%A0-4" refs="pointer@pointer" tabindex="-1"><div class="pointer flex-container-row items-center justify-space-between p-s anim is-page-editable"><div class="flex-container-row items-center gap-s" refs="pointer@mode-section"><button class="text-button icon px-xs" title="Permalink mode, Press to show include tag"><svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button><div class="input-group"> <button class="button outline icon" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div></div><svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></div></div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/sgJimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/sgJimage.png)

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### Cancel Expired Quotes Schedule: Linked Sales Leads

<span class="ts0">When the system runs the scheduled task to cancel expired quotes.</span>

<span class="ts0">I</span><span class="ts0">f the quote is expired it will automatically cancel the sales lead</span><span class="ts0"> when enabled</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/Uu7image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/Uu7image.png)

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### Set Selected Debtor Status Codes

<span class="ts0">Use this function to limit the status drop down on sales documents like invoices.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/WwPimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/WwPimage.png)

<span class="ts0">Click on the view selection button to select the status's you want shown</span><span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3689).png)<span class="ts0"> </span>

<span class="ts0">Invoice document limit status selection</span>

<div aria-label="Page Section Options" class="pointer-container" id="bkmrk-%C2%A0-8" refs="pointer@pointer" tabindex="-1"><div class="pointer flex-container-row items-center justify-space-between p-s anim is-page-editable"><div class="flex-container-row items-center gap-s" refs="pointer@mode-section"><button class="text-button icon px-xs" title="Permalink mode, Press to show include tag"><svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button><div class="input-group"> <button class="button outline icon" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div></div><svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></div></div><span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3723).png)

---

### Sales Order

<span class="ts0">When authorizing a sales order to an invoice, set the default date on the invoice to be either the current date or the sales order date.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/Ab8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/Ab8image.png)

<span class="ts0">W</span><span class="ts0">hen migrating the sales order to an invoice.</span>

<span class="ts0">Its either going to take the sales order date or its going to take the current date.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/r50image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/r50image.png)

---

### Statement Defaults

<span class="ts0">Set up statement and age analysis defaults.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/iEWimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/iEWimage.png)

##### <span class="ts0">Statements </span>

<span class="ts0">Sets the Type to Normal or Open item to Statements.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3694).png)

##### <span class="ts0">Debtors Age analysis</span>

<span class="ts0">Sets the view type to either standard, invoice date or due date</span>

<span class="ts0">Sets the print type to summary, basic or detail</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3724).png)<span class="ts0"> </span>

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### <span class="ts0">Document Import</span>

<span class="ts0">When importing documents and the item code used is not recognized, it will use this as the default.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/szYimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/szYimage.png)

---

### Log item brand against customer on Sales Order

<span class="ts0">When tick is on, on creating a sales order and authorise it</span><span class="ts0">,</span><span class="ts0"> then the items on the sales order goes and checks all the brands and automatically populates the brands at the debtors setup</span><span class="ts0">.</span><span class="ts0"> </span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/910image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/910image.png)

<span class="ts0">In customer setup, it will automatically select those brands that have been used in orders.</span>

<span class="ts0">This helps maintain the different types of brands a customer is buying.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3698).png)<span class="ts0"> </span>

<span class="ts0"> T</span><span class="ts0">he purchase brands will be listed on the first page of the debtors set up</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3699).png)

---

### Sales Margin Check

This is used on debtors documents to check or enforce margins.

Setting is activated per customer

When a new customer is created, it will take these settings

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/Pa8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/Pa8image.png)

<table border="1" id="bkmrk-low-margin-warning-i" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 27.6958%;"></col><col style="width: 72.3042%;"></col></colgroup><tbody><tr><td>**Low Margin Warning**</td><td>If this is enable it will check low margin on adding an item to a sales document.

It will check when invoice is processed, giving a warning to proceed or not

</td></tr><tr><td>**Enforce Margin**</td><td>Will not allow an invoice to process if the user is not a margin supervisor</td></tr><tr><td>**Minimum Margin**</td><td>Enter value for checking margin percentage</td></tr><tr><td>**Update all Customers**</td><td>Update all customers with these settings</td></tr></tbody></table>

Margin check is on each customer

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/F2Aimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/F2Aimage.png)

See more information on Margin checks -

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/o7eimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/o7eimage.png)