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Trouble flipping a quote to a sales order when customer is over their credit limit
The issue is flipping a quote to a sales order when the flip of that quote will put the customer over their credit limit.
Historically, you bring the quote up, hit the "Sales Order" button. Then if the resulting SO will put the cust over the credit limit, the popup box pops up and says they are over their credit limit. Then, you could change the dollar amount on the SO (or remove line items) to make the amount less so it would save, and then go back and deal with the credit limit issue for the sales order if needed. Typically, the customer wasn't ordering everything on the quote anyway, so by the time you remove the unordered items, they are under their
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