It looks like once a sales order failed credit verification, the user must hit action Remove Credit Hold manually for further processing. Can someone advise how to change the workflow so that the order status is automatically open once payment/prepayment is made or when the amount of the sales order is no longer over credit limit.
Answer
Auto remove credit hold when payment is made and under credit limit
+3Best answer by mvolshteyn
- “the order status is automatically open once payment/prepayment is made” - this looks to be known limitation lifter in 2022R1 (see the AC-204340 in the Known Issues)
- “the order status is automatically open once the amount of the sales order is no longer over credit limit” - the order status can’t be changed here without some action initiated by a user or scheduler. The way to split the standard Release from Credit Hold action into the action which opens only orders passing verification and the action which opens sales orders at the user’s discretion is described in the
Kristian Harianja
+3- “the order status is automatically open once payment/prepayment is made” - this looks to be known limitation lifter in 2022R1 (see the AC-204340 in the Known Issues)
- “the order status is automatically open once the amount of the sales order is no longer over credit limit” - the order status can’t be changed here without some action initiated by a user or scheduler. The way to split the standard Release from Credit Hold action into the action which opens only orders passing verification and the action which opens sales orders at the user’s discretion is described in the
MarkV
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