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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.

STATUS DETAILS
Under Review
Ideas Administrator

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

Comments

J

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

J

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

J

very relevant

Category: Credit and collections