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Former Member
Apr 15, 2008 at 01:42 PM

Approval Procedure not triggered when Credit Limit Exceeded

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Hi,

I've defined an approval procedure which I would like to launch when a clients Credit Limit has been exceeded. I've checked the required fields on Administration > General Settings > BP tab (credit Limit, Commitment Limit, AR Invoice, Delivery, SO). I've also checked the Activate Approval Procedures on the same tab.

I know the approval procedure has been set up the correct way, since it is launched when I change the Terms to for instance 'Total document'.

There is a system-message when I am creating a Delivery Note for a customer indicating that the credit limit for this customer has been exceeded. But still, the system allows the user to add the document without triggering the approval procedure....

What am I doing wrong?

Btw: The credit limit exceeded is in negative numbers, but I've tried both the condition 'Deviation from Credit Limit greater than 1' and Deviation from Credit Limit Less than 1...