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I need to print or send the sales order proforma invoice, but I can't due to the order is in the credit management as the below screenshot.
anyone here has any standard idea to print or send this Proforma invoice, without releasing the order from the credit management?
Thanks
Hi Ahmed Khamis,
Orders can be excluded from credit management through doing this:
If you change the settings Exclude customer from credit management in All customers > Select a customer > Credit and collections FastTab to Yes, then no orders for that customer will be processed
If you change the value Exclude from credit management on the sales orders header in the Credit management fast tab to Yes, then the credit management rules will not be processed. This setting can only be done by the credit clerk or credit manager.
Best Regards,
Charlotte
I do not think so, because then you will loose the control.
If you do not want then you can remove control at invoice level from credit management parameters
this is not what I am looking for, I need the credit management works, so the order will be on hold fro credit management, then print the Pro Forma invoice
I have the same issue, did you get any answer on this?
Have you found an answer to this, i have same issue
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