85

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.

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2 Comments

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Category: Credit and collections (128)

STATUS DETAILS
Completed
Ideas 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.

67

Customer group credit limit

Customer A1 and Customer A2 defined in company X.

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4 Comments

Read more... 4 Comments

Category: Credit and collections (128)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. This feature will be available with the release of credit management.
 
Sincerely,
Shivam Pandey
PM, Microsoft