Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Sales Order Approval Workflow - Credit Limit (Custom)
Hi Experts,
I would like to ask the best way to setup a sales order approval
workflow related to the customer credit limit.
Parameters/Scenario:
1. Customer shared with multiple subsidiary, so I created a custom field to store the credit limit value per subsidiary.
2. Only select invoices/open sales orders are considered when comparing the credit limit. We based it off on Department, so if open invoice/open sales order has department A or B then capture the unpaid balance/unbilled amount then sum that up with the other sales transactions that has the same criteria.
3. Example: Customer Credit Limit: 1000
0