| Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-215267 - Sales AR needs|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-215267]
Need a way stop a cash only customer from getting a charge invoice.
If a customer is setup up with Terms as Due Upon Receipts, they have a .01 Credit Limit, 0 Credit Stop Days. it should only allow a cash sale transaction either in Point of Sale or in Sales A/R invoicing or Sales Orders.
If I check mark the Credit Hold it should at least allow a cash sale to be entered - currently it just exits the invoicing screen.
!http://jira.irelyserver.com./Export/CRM/0bc95da6-917a-4c4b-bec4-1c8136d90f32.png! {color:#0f0f0f} how can we do a cash sale for a credit hold customer.{color}
!http://jira.irelyserver.com./Export/CRM/83ad9088-57e0-4863-b3e0-6c0889e168c4.png!
!http://jira.irelyserver.com./Export/CRM/509887e7-1f47-4bf3-963d-48c791968125.png! *Requirement:* - be able to do cash sale for customers that are never approved for credit (meaning this is not within going beyond credit limit)
This is what we will do.
1. Allow blank in Credit Limit
2. The original spec has allocation for Cash only. If the Credit Limit is blank (not 0), that means cash sales only. If 0, that means unlimited credit.
3. In posting, validate this. Let's do this in posting so we don't have to make changes in Sales order processing to Invoice. Either way, posting is the final step.
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