Exclude sales order from credit limit block based on terms of payment

Jan Meijering on 6/9/2020 7:41:33 AM

When a customer is over his credit limit or the payments are due the credit limit check will block the sales order.

By changing the terms of payment into Cash or Cash on delivery we would like to be able to exclude this order from the credit limit block.

In the current solution this is not possible as the exclusion for terms of payment only apply to orders which were blocked due to a terms of payment blocking rule.

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Needs Votes

Comments

RE: Exclude sales order from credit limit block based on terms of payment

Sunil Gopalakrishna Kurup on 8/19/2020 7:22:27 AM

We have same requirement

Category: Credit and collections

RE: Exclude sales order from credit limit block based on terms of payment

Jan Meijering on 6/9/2020 7:45:39 AM

This is a common requirement for distribution companies where construction companies get paid when they finish a part their job and in order to be able to do this they need the goods to get paid for all the previous work, so they want to pay cash, so they can finish their job and pay all the other invoices later that week.

Category: Credit and collections