It should be possible to setup a timeframe (horizon) and the balance of the orders that are outside this timeframe should not be included within the credit limit check. In some business a part of the sales is done in a preliminary stage called (pre-sales) while other sales is done right now (in season). As the values of the presales is often very high and the delivery will be done after a few month's it influences the order balance right now and causes blocks for in seasonal sales.
Comments
Good suggestion but I would like to add that this should be split into 2 seperate features:
1) Excluding sales orders outside a timeframe
2) Excluding certain sales order lines based on the type of item (high valued items).
Category: Credit and collections
Hello
It also seems that open sales orders with invoiced lines get counted twice. Invoice and on the orders. This cannot be correct. Will it be fixed soon.
Category: Credit and collections
very relevant
Category: Credit and collections
Administrator on 8/9/2019 6:26:56 PM
Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap.
Sincerely,
Shivam Pandey
PM, Microsoft