1 Reply Latest reply on Jan 22, 2020 4:29 AM by CYBuser

    Able to Create Invoices Above Credit Limit Even Though Customer Credit Limit Handling is Set to Enforce Holds

    d0e19881-056f-4e63-901b-f24a48c44aef
    d0e19881-056f-4e63-901b-f24a48c44aef Jan 14, 2020 3:57 PM

      System is allowing invoices to be written even though customer is over credit limit

       

      We have tried:

      Setup > Accounting > Accounting Preferences > General > Customer Credit Limit Handling

      and selected includes orders.

       

      Both of these options still allowed invoices to be written over the credit limit and only affected the overnight approval. The invoices were not automatically approved overnight and had to be manually approved in the morning.

       

      If anyone knows the issue behind this, can you please advise?