Skip to main content
Solved

Auto remove credit hold when payment is made and under credit limit

  • 23 May 2022
  • 1 reply
  • 568 views

kristianharianja
Semi-Pro I
Forum|alt.badge.img+3

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.  

Best answer by mvolshteyn

@kristianharianja , there seems to be 2 different cases:

  1. “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)
  2. “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  https://community.acumatica.com/inventory-and-order-management-124/how-to-release-from-credit-hold-only-sales-orders-passing-credit-verification-145

     

View original
Did this topic help you find an answer to your question?

1 reply

mvolshteyn
Acumatica Moderator
Forum|alt.badge.img+3
  • Technical Account Manager in the ISV Team
  • 109 replies
  • Answer
  • May 26, 2022

@kristianharianja , there seems to be 2 different cases:

  1. “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)
  2. “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  https://community.acumatica.com/inventory-and-order-management-124/how-to-release-from-credit-hold-only-sales-orders-passing-credit-verification-145

     


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings