How to Restrict Creation/Saving of Sales Order when Customer is already exceeding in Credit Limit

Hi ​@Fie ,

1. Use Workflow Editor Add condition: If Credit Hold = True Disable Save / Confirm / Release
2. Use below event which will verify Credit limit condition at the time of Sales Order -->Save

​
protected void SOOrder_RowPersisting(PXCache cache, PXRowPersistingEventArgs e)
{
    if (e.Operation != PXDBOperation.Insert && e.Operation != PXDBOperation.Update)
        return;

    var row = (SOOrder)e.Row;
    if (row == null || row.CustomerID == null)
        return;

    Customer customer = PXSelect<Customer,
        Where<Customer.bAccountID, Equal<Required<Customer.bAccountID>>>>
        .Select(Base, row.CustomerID);

    if (customer != null)
    {
        decimal creditLimit = customer.CreditLimit ?? 0m;
        decimal balance = customer.CuryBalance ?? 0m;

        if (balance > creditLimit)
        {
            throw new PXException("Customer has exceeded the credit limit. Cannot save Sales Order.");
        }
    }
}

​

Hope above helps!!