Is there a way to not include sales orders when it comes to accounts exceeding credit limits? What happens is, our sales team writes sales orders and sometimes the customer decides to wait on an order, so the sales orders accumulate and effect the credit limits. Is there a way to exclude those when it comes to calculating the total credit limits? Are quotes included in the total for credit limits?
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Sales Orders + Credit limits
- Thread starter DavidHan
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I do not believe quotes are included in the credit limit, so that would be your approach. Create quotes and later turn them into orders.
I suggest to all users to make a test copy of your live company using the Library Master - Main - Company Maintenance. You can then do any kind of testing you want in the TEST company to see what will happen. Data in your live company is unaffected.
I suggest to all users to make a test copy of your live company using the Library Master - Main - Company Maintenance. You can then do any kind of testing you want in the TEST company to see what will happen. Data in your live company is unaffected.
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