When a new order is entered the credit limit established for the customer would be compared to the combined open A/R balance and open order balance (including new order). If these combined amounts are greater than the credit limit assigned, the order would automatically go on credit hold. The order would not be allowed to proceed.
Right now, if the credit limit is exceeded, the order can still be delivered with only a warning message indicating the credit issue.

by: Pam N. | over a year ago | Distribution

Comments

• I am not sure if this helps. There is a parameter that includes sales order amount as part of the "total credit", which would block you from creating orders if the order amount exceeds remaining credit. You can find it under Parameters > General Parameters> Parameter Value > VEN > OST > OSTORD.

  by: Michael T. | over a year ago

• There is a user parameter under the VEN>AUZ>SCDTUNL (Authorization to unlock order). If this parameter is set to "No", then the user would not be able to create the shipment record against the sales order.

  by: Kevin C. | over a year ago

• this can be done already, is called workflow rules we have it setup this way.

  by: juan pablo g. | over a year ago