How MFG/Pro check Credit limit for Customer when create sales order

F

franktang

Member
Dear all,

I have a question need get a official answer.

When we create a sales order MFG/Pro, system will automatic to check the credit limit of customer. At begianing, I think the formula is Credit limit - AR balance - open sales order. if sales order amount over this value, MFG/Pro will set HD flag for this order (does not consider the over due).

But infact, MFG/Pro only compare the AR balance with Credit limit. It means if order amount less than credit limit detract AR balance, the system does not do anything.

I am not sure if it right, if MFG/Pro like that, how to control the sales?



if anyone know this, please let me know.

Thank you very much!

BR,
Frank
 
SO Credit maintenace is being used extensively by my customers in this era of cash crunch. Yes MFG//PRO checks the start + current entry to check against credit limit.

To use this effectively 7.1.16 is the tool to be used.
 
Kishor Chari said:
SO Credit maintenace is being used extensively by my customers in this era of cash crunch. Yes MFG//PRO checks the start + current entry to check against credit limit.

To use this effectively 7.1.16 is the tool to be used.
Click to expand...


Dear Kishor,

Thank you for your reply.

Your answer means MFG/Pro does not care about open order when we create new order.
We must use 7.1.16 to update and check SO for checking credit and hold SO if the value over limit.

Thank you.

Frank
 
When I said START I meant open SO & open AR.

Open confirmed order Eur 100
Open AR Eur 50
New Order EUr 100

If the credit limit is set to EUR 200, then New Order will be put on Hold.
Are you saying your system is not doing this?
 
Yes. My system does not work like this.

For your example, if my new order EUR 100, the credit limit is EUR 200, this order still not on hold. If new order EUR 150, it also not on hold.
But if I run 7.1.16, system will hold the new order.

Till I put EUR 151, system will hold this order automaticlly (no need run 7.1.16).

So, I am so surprise for this situation. If I lost some configuration for it?
 
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