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Credit Check at Sales Order and Delivery Level for Projects

Oct 17, 2017 at 09:33 AM

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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.

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3 Answers

G Lakshmipathi
Oct 17, 2017 at 10:25 AM
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What is the challenge you have to activate credit check only at delivery stage ?

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Saurav Mallick Oct 17, 2017 at 12:37 PM
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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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Jignesh Mehta Oct 17, 2017 at 03:03 PM
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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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Thanks Jignesh.

Business wants to check credit limit when the sales order is created and when the project is delivered eg. after one month the credit check should again be triggered.

Can you please help me on this.

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