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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.
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.
STATUS DETAILS
Completed
Comments
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.