The credit check is set to take all pending AR and OE transactions into account. There is an order on the system that is not yet shipped. When a user goes to the Shipment Entry screen and tries to ship the order then the "Over credit limit" screen pops up as the credit check includes both the order and the shipment amount. This is incorrect and it should only include the outstanding amount on the order i.e. original order less shipment amount.
If the same process is run from the Order Entry screen then it can be completed with no "Over credit limit" pop up.
by: Michael S. | over a year ago | Operations Management
Comments
Subsequent to checking this on the customer data I decided to check on sample data and the problem does not occur. We will investigate further and report back.