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How is the Credit Limit Balance Calculated in NetSuite?
Hi NetSuite Community, I would like to understand how NetSuite calculates the Credit Limit Balance / Available Credit for a Customer. For example, if a customer has: Credit Limit: MYR 50,000 Hold: Auto Open Invoices: MYR 25,761.00 Unbilled Orders: MYR 710 How does NetSuite calculate the customer's remaining credit or…
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How to Show message when Customer Credit Limit Workflow
Hello, I am trying to create a workflow that shows a pop-up message if: (Accounts Receivable balance + unbilled orders + sales order amount) is greater or equal than the Credit Limit set on the Customer credit. Reason why I'm building a workflow is I have consolidated payments turned on which does not enforce sub customer…
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How to resolve the error upon posting in Creditholdoverride field via Integration
I am trying to post to the Creditholdoverride field ( which I am aware is read only unless combined with manualcredithold) using a Boomi integration but we are struggling to write to the field saying that ' Error executing Netsuite operation: org.xml.sax.SAXException: false is not a legal value for…
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NSC | Enforce Holds Customer Credit Limit Handling > Still Able to Create Sales Orders
Scenario: Following criteria to have the Customer put on Credit Hold is met, however, Sales Orders are still saved. Accounting Preference Customer Credit Limit Includes Orders = T Accounting Preference Customer Credit Limit Handling is set to Enforce Holds User Preference Customer Credit Limit Handling is set to Enforce…
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Taking a Sales Invoice OFF hold in a closed period
How do i take a sales invoice off hold in a closed period? The customer invoice was issued to the customer in April and the customer has now paid it (July). I need to take the invoice off hold and have it retain it's April date.
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Past Due alert
There used to be a "past due" alert message whenever I saved a transaction that had a customer with a past due balance. I'm trying to figure out what happened because the alert no longer appears. Is there a setting for this somewhere?