Open Order Amount on Credit Check
Hello All
When credit check is enabled is there a way to ensure that the entire open order amount is not used in the calculation. Instead we want to look at only the open order amounts with scheduled pick dates within the next couple of months.
Lets say we have a credit limit for a customer as USD 5000. We have an open order with 6 lines each of value 1000 USD. The scheduled pick date for each of the lines are below
Line 1 7/15/2021 USD 1000
Line 2 8/15/2021 USD 1000
Line 3 9/15/2021 USD 1000
Line 4 10/15/2021 USD 1000
Line 5 11/15/2021 USD 1000
Line 6 12/15/2021 USD 1000
By default the credit check puts the order on hold since the exposure is USD 6000 which is greater than USD 5000 which is the credit limit. However as a business policy we want to look at exposure only for the next 60 days to check the credit limit. So in this case the exposure is only USD 2000 and hence there should be no Credit Hold.