Credit Limit Check - Ignore SOP Quotes?

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Posted on by TPGPM1

Our credit manager is trying to implement a password policy for customers over their credit limit.

We added a password in RM setup, however this seems to apply to all SOP transaction types - including quotes. We also investigated process holds, however we use a third-party service software that also creates receivables transactions, and they are unaffected by process holds.

Is there any way to have the catch-all "over credit limit" password set in RM setup apply to only orders and invoices, but ignore quotes?

Many thanks.

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Justin Thorp 2,265 on at

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RE: Credit Limit Check - Ignore SOP Quotes?

Hi,

Can you confirm the exact point when you get prompted for the credit limit when entering a quote?

When I enter a quote that exceeds the customers credit limit, I am only prompted for the credit limit password when trying to transfer the quote to an order. I can enter the quote and save it without warnings. I am on GP2010.

Is it possible your 3rd party products are affecting the default behavior?

Thanks,

Justin

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Almas Mahfooz 11,009 User Group Leader on at

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RE: Credit Limit Check - Ignore SOP Quotes?

Credit Limit is linked with customers, not the sales document types. I don't think you can limit it to order and invoices and ignore quotes.

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TPGPM1 4 on at

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RE: Credit Limit Check - Ignore SOP Quotes?

Thanks for the suggestion - we created a new instance of GP without any third party software and we can indeed create quotes. With the third party installed, it stops us when adding a quote line item. Have passed it off to their support team.

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Community Member on at

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RE: Credit Limit Check - Ignore SOP Quotes?

The Process Hold functionality is for Sales Order Processing module, It will not work with the Receivables Management. Likewise, the credit limit is set for the customers and it works with both Receivables and Sales Order Processing whenever it exceeds the limit amount set for that customer. There is no setup in GP to set the Credit Limit to work for a specific Sales Order Document Types it is common to customers.

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Bill Campbell 12 on at

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RE: Credit Limit Check - Ignore SOP Quotes?

Shan, as RHTPL notes the cause of the problem was in fact a 3rd Party application - while the credit limit is attached to the customer the software by design will not look at the credit limit when doing QUOTES.

As noted this is only triggered when the QUOTE is transfered to ORDER or INVOICE.

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Community Member on at

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RE: Credit Limit Check - Ignore SOP Quotes?

Bill, point is noted.

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