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.
Comments
It would be great to have this functionnality extended to the sales quotation process
Category: Credit and collections
This would be awesome!
Category: Credit and collections
Must have!
Category: Credit and collections
Same here!
Category: Credit and collections
Thank you for this idea Daniel!
We do have this topic in almost every ERP questionnaire. It is desperately needed.
Category: Credit and collections