we need to force a sales order to the credit hold management even if it be partial invoiced or partial packing slip.
below is the example explained the requirement.
*********************************************
Comments
here is the example
The cust account C001 has credit 10000. And checkpoint setting as following.
1: sales order SO001 created with 9000 and passed.
2: sales order SO002 created with 2000 and go to credit hold management.
3: Invoice SO001 with amount 4000.
4:receive invoice for SO002 with amount 1000.
5: release SO002 and invoice 1000.
6: To avoid risk, we need to let the SO002 in the credit hold management list again. But the partial invoiced could not be queried to force to credit hold management
Category: Credit and collections
Administrator on 1/8/2024 9:48:40 PM
You can manually put a sales order on a credit hold or use another blocking rule to force it into a credit hold. Credit management does not do line item credit holds, it only looks at the total amount of the sales order. This would be a complete design change that we do not intend to do.