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.
Comments
We should be able to print a proforma regardless of the account status. Proforma is an invoice prior to shipping and removing an account of the hold and putting the account back on hold can cause a situation where the orders ships prior to receiving payment. Is there any plan to allow proformas to generate when an account is on hold? Can this be an option in the Credit Parameters or in the Accounts receivable Parameters that YES or NO proformas can be created when accounts are on hold? I'm positive this is an issue for most manufacturing.
Category: Credit and collections
It is dificult to understand why a document helping for collecting is prevented to be generated by credit hold. From my point of view, This is a Bug
Category: Credit and collections
This is a common scenario, often Sales will need to re-send a Proforma Invoice, but currently cannot send without first getting the hold released. This is not best practice.
Category: Credit and collections
Administrator on 7/21/2022 2:29:40 PM
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.