| Description |
When creating an invoice for a customer, we should check AR balance and credit limit to ensure total AR balance does not reach credit limit. If credit limit is reached, a warning message should display.
WARNING: Customer exceeds credit limit! Transaction must be approved!
If the user is on the approval list, they can select ok on the warning message and will be able to post the transaction and override the credit limit warning.
If the user is not on the approval list, they can select ok and save the transaction, but they will not be able to post the transaction (post should be not available for selection). Someone on the approval list will have to post the transaction and override the credit limit warning.
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In the same manner, when creating an invoice for a customer, we should check for any past due AR balance to ensure there are not any past due balances. If there is a past due balance for the customer, a warning message should display.
WARNING: Customer has a past due balance! Transaction must be approved!
If the user is on the approval list, they can select ok on the warning message and will be able to post the transaction and override the past due warning.
If the user is not on the approval list, they can select ok and save the transaction, but they will not be able to post the transaction (post should be not available for selection). Someone on the approval list will have to post the transaction and override the credit limit warning.
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NOTE: In each of these instances, we need to be able to track the override. We need to identify what type of warning, who authorized the override, and date. This should be tracked in audit log.
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