You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

AR - Auto Release Credit Case Folder

Received Response
23
Views
5
Comments
edited Aug 4, 2020 3:48PM in Receivables & Collections 5 comments

Summary

AR - Auto Release Credit Case Folder

Content

Hi Team,

Customer ABC, credit limit is set as $1000.
I created 1st SO for $540 on 01-Aug-2020 & AR Transaction is also created for the same and SO status is closed now. (This will not go into Credit Check as its within limit of $1000)

Then i created 2nd SO for $600 on 02-Aug-2020, this SO will create a credit case folder as its goes beyond the credit limit set.

Now receipt is received for 1st SO of $540 on 03-Aug-2020, so now the customer balance is within limit i.e. $600 but the case folder is already created on 02-Aug-2020.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!