Sales Order hold

[Former Member]

From reading this thread () it seems that B1 has the ability to automatically place a sales order on hold if it exceeds the customers credit limit. I have entered numerous sales orders in the test company exceeding the credit limits of a customer, but none of the sales orders seemed to go on "HOLD" status as I was able to convert them to deliveries and invoices.

Is there something in the comany setup that needs to be marked to activate the automatic hold?

Also, can a password be created to override the "exceed customer credit limit" warning. Right now warning can be simply overriden by clicking continue.

[Former Member · Accepted solution]

As far as I know there is no way to put a sales order on hold automatically, but you can use the deviate from credit procedure to have the order approved before it becomes an order.

You could also create a query to prevent the pick list from printing items if the customer's account id overdue or beyond their credit limits.

[former_member187989]

hi,

You can apply conditions using query(if customer exceeds credit limit)

using approval procedure for sales order.

By this Approver can put sales order on hold by applying status pending/unapproved.

Jeyakanthan