Hi All!
Looking for a solution on how to stop shipments from going out when that shipment would put the customer above their credit limit, but at the same time allow the SO to stay open and we can order Purchase to Order items against it.
So in our business most items are custom and they are ordered once we get an SO. So in most cases we take a deposit and order product. Most of our our customers are set up as COD terms. Once the product comes in, we would want a trigger so that a sales manager can collect the remaining balance, and only once payment is received, for those items to be available for the warehouse to ship.
Any suggestions would be greatly appreciated!