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How to perform Credit Check on Sales Orders with a future Ship Date

edited Apr 29, 2024 8:56PM in Order Management 1 comment

Summary:

How to perform Credit Check on Sales Orders with a future Ship Date

Content (please ensure you mask any confidential information):

We have a Business Scenario, where we enter Sales Orders with huge lead time like 2 months/3 months from the Order Entry. We are currently performing Credit Check at Order Booking. However, the challenge with this process is, It eats up the entire Credit Limit of the Customer, even though the Shipments are planned for future.

This restricts us from processing the Orders which are supposed to shipped next week. Please suggest, how to handle this scenario ?

Version (include the version you are using, if applicable):

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