Credit Limit Process Holds

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We are using a process hold to check on the customer credit limit in SOP. For COD customers, we have a fairly low credit limit, say 1,000.00. If a line in the invoice causes the document to go over 1,000.00 the user gets a warning and can continue. At that time the process hold comes onto the document. Then, the customer makes a payment, reducing the On Account amount to zero. However, because the process hold is now on the document and I have printing restricted, the user is unable to print the invoice as a receipt. Version is GP2013 R2. In a perfect world, making the payment directly on the document would then remove the process hold, since the invoice no longer puts the customer over the limit.

Any thoughts on how to resolve this? One could argue that if the customer is COD then why do they have a credit limit, but the Terms themselves dont restrict a person from signing on account, and in fact, if the credit limit is set to none even though terms are COD, the process hold comes into play since a penny will put them over the limit.

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L Vail 65,271 on at

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Bill,

I don't have any grand ideas except to take the printing restriction off or introduce some custom code using either Dexterity or VBA.

Kind regards,

Leslie

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Leslie Vail responded on 23 Jan 2018 4:18 PM

Bill,

I don't have any grand ideas except to take the printing restriction off or introduce some custom code using either Dexterity or VBA.

Kind regards,

Leslie

Hi Leslie, this functionality seems to be only half thought through. Part of the problem is my firm wants to put credit limits on COD customers, even though they are not given the right to sign for an Invoice. And the Payment Terms don't seem to have any built in logic to prevent a counter person to allow a customer to sign for an invoice even though they are COD. If it prevented printing when the On Account amount was greater than zero and the Terms were not NET ***, then the functionality would work well. Unless we put a very high or Unlimited credit limit on COD customers, it seems we can run into this issue.

Any other thoughts on how GP shops are handling COD customers with regard to credit limits?

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ShawnMD 1,456 User Group Leader on at

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I have a few customers who do this and they just give the person who receives the payment the ability to remove the process hold. I agree with Leslie, outside of Business Process changes, you would be looking at customization/ISV.

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