on 10-17-2017 10:33 AM
Hello All,
I have checked the forum and have done all settings pertaining to Automatic Credit Check at Sales Order and delivery level.But the requirement is that client creates a sales order today which should go for credit check and the delivery is done maybe 1 week later.
In this case the client wants a credit check when the delivery is done.
How to ensure that since credit check is working either at sales order or delivery and not both.
Can someone please guide me.
Hello Saurav,
You have mentioned: How to ensure that since credit check is working either at sales order or delivery and not both
That is exactly the question I would ask the business - at what point is the Credit Check required - Sales Order or Delivery level. You seems to be a case where Credit check is needed at Delivery level.
Thanks,
Jignesh
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Hello Sir,
Since client is doing the delivery maybe after 1 week or 1 month after sales order they want to recheck the credit at the delivery also.
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What is the challenge you have to activate credit check only at delivery stage ?
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