It should be possible to setup a timeframe (horizon) and the balance of the orders that are outside this timeframe should not be included within the credit limit check. In some business a part of the sales is done in a preliminary stage called (pre-sales) while other sales is done right now (in season). As the values of the presales is often very high and the delivery will be done after a few month's it influences the order balance right now and causes blocks for in seasonal sales.
Comments
Hello,
I can see that the status is still under review. When will you plan it in your roadmap please as we have more and more requests about that topic.
Thank you,
Best regards,
Olivier
Category: Credit and collections
It's a great idea asked by our customers.
Category: Credit and collections
This would be great so we don't need to set to big Credit Limit on Customers to handle this future order, we want to have the right level on the limit, not to boost it only for handling a future order...
So If we could have a possibility to have a horizon time that don't use this in the balance it would solve a lot of admin for our finance / sales users.
Category: Credit and collections
It is exactly requested by my retail industry clients.
Category: Credit and collections
Our Clients definitely need some invoices doesn't use the credit limit check.
Category: Credit and collections
Good suggestion but I would like to add that this should be split into 2 seperate features:
1) Excluding sales orders outside a timeframe
2) Excluding certain sales order lines based on the type of item (high valued items).
Category: Credit and collections
Hello
It also seems that open sales orders with invoiced lines get counted twice. Invoice and on the orders. This cannot be correct. Will it be fixed soon.
Category: Credit and collections
very relevant
Category: Credit and collections
Administrator on 4/18/2022 6:22:43 PM
Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap.
Sincerely,
Shivam Pandey
PM, Microsoft