Solved

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

  • 23 May 2022
  • 1 reply
  • 414 views
kristianharianja
Rank
Userlevel 5
Badge +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.  

icon

Best answer by mvolshteyn 26 May 2022, 14:36

View original
Kristian Harianja

1 reply

mvolshteyn
Rank
Userlevel 5
Badge +3

@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 

     

MarkV

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved