1
Hi,
In CRM we do have credit limit for accounts/contacts. What I also would like to have is a parameter for allowing/disallowing further order creation in case credit limit exceeds.
The quote/order value to be checked against remaining credit limit and disallow if the order exceeds the remaining credit balance (for simplicity all value fields to be used in base currency)
I am also looking from a perspective where dual write is used for integration, hence the remaining credit limit is synced real time and the control checks against it.
Might be a small and quick one any partner can customize though :)
Thanks
Hassan
In CRM we do have credit limit for accounts/contacts. What I also would like to have is a parameter for allowing/disallowing further order creation in case credit limit exceeds.
The quote/order value to be checked against remaining credit limit and disallow if the order exceeds the remaining credit balance (for simplicity all value fields to be used in base currency)
I am also looking from a perspective where dual write is used for integration, hence the remaining credit limit is synced real time and the control checks against it.
Might be a small and quick one any partner can customize though :)
Thanks
Hassan
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