If the Credit Management Feature is enabled the Credit Limit check for customer credit limits in the project module does not work any more. At the moment there is no solution available for such cases.
Comments
Credit management and Credit on hold does not work with Projekt module and not with Sales orders (with Order type Items requriment) connected to project modul does not work. Have several customers that would benifit if this would work.
Category: Credit and collections
This would benefit our business processes a lot!
Category: Credit and collections
I agree completely with Karina.
Category: Credit and collections
Our customer uses Project module together with Annata ISV solution for machinery service orders. They have well defined and strict credit limit management rules, which requires checking credit limit before any work is done or material is delivered for the machine. It would be good to have credit limit check when creating a project, that would also block adding timesheets, expenses and item requirements created if customer credit limit is exceeded.
Category: Credit and collections