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Exclude some item in AR credit check calculation

Received Response
edited Oct 24, 2023 8:48AM in Order Management 1 comment


Exclude some item based on Sales Order type and/or Item attributes in AR credit check calculation

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We are currently live (23C) and we are facing a specific case related to Credit Check in AR.

Our company is selling a cleansing services to its customer. This service is consuming some physical item during its completion. However these physical items are not directly invoiced to customer (we invoice the service, not the physical item used to perform this service). The inventory item are issued out of warehouse using Direct Sales Order Issue in order to keep track of on-hand quantity within our warehouse.

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