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Because of the fact that a quotation already has a legal binding character, it would be very helpful, if the system would be able to check the credit limit also in quotations.
Currently the credit limit check in sales process is starting with order creation. This would cause a situation, that the customer gets a quotation, confirms it and when the employee is creating the sales order the credit limit check would advise an exceeded credit limit the first time, now.
For many customers in Germany this is much too late because of the binding character of a quotation.
STATUS DETAILS
Under Review

Comments

D

This would be awesome!

Category: Credit and collections

D

Must have!

Category: Credit and collections

D

Same here!

Category: Credit and collections

D

Thank you for this idea Daniel!
We do have this topic in almost every ERP questionnaire. It is desperately needed.

Category: Credit and collections