Sales proforma invoice cannot be printed when sales order is on hold
Using the Credit management future and having the credit checkpoint on sales confirmation, the proforma invoice cannot be printed. This change of functionality will be beneficial in case you need to send the proforma invoice to the customer, collect the payment and then confirm the sales order.
Customer group credit limit
Customer A1 and Customer A2 defined in company X.
Thank you for your feedback. This feature will be available with the release of credit management.
Sincerely,
Shivam Pandey
PM, Microsoft
Requirement is to have 'Customer Credit Group' field in customer form
When dealing with many customer groups, then it's hard to identify to which customer credit group does a selected customer belongs to. Hence, it's better to have a 'Customer Credit Group' in customer form level so that it can be easily identified.
This was released with 10.0.30
Administrator
A pro forma document can be printed while the sales order is on credit hold. The sales order will still be on hold; however, the pro-forma document can now be printed.