| Description |
Show Credit Warning when Customer is selected and that Customer is beyond Credit Limit. This change should be done on Sales Order and Invoice.
Details of the changes:
1. Add the Warning validation upon selecting the Customer on either Sales Order or Sales Invoice. We will need also to adjust the message to read as: WARNING: Customer exceeds credit limit. Transaction must be approved.
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Clicking OK on the message should allow the Sales Order or Invoice to get saved or even be processed and/or get posted.
When Approvals is linked to Credit Limit, it will kick in after clicking OK.
2. The Credit Hold feature prompts once the Customer already exceeds its Credit Limit. This prompt shows up upon selecting the Customer on either Sales Order or Sales Invoice. This is currently working in 18.1.
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What we need to do here is to not allow the Sales Order or Sales Invoice to get saved.
Clicking OK button here will close the message box and then close the Sales Order/Invoice screen.
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