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Credit Management blocking rules

  • 1.  Credit Management blocking rules

    Posted Dec 01, 2020 06:45 PM
    Hello,
    Looking for some help in understanding how the Terms of Payment blocking rule works in association with another blocking rule for Credit limit used. The requirement is to block process of Sales orders for all customers that exceed their credit limit, however, allow processing/ bypass credit check if the Terms of Payment is COD.
    Here is the setup.
    When a sales order is created for a customer and the their credit limit is exceeded, and if the Terms are COD, the expectation is for the order to be released. This does not happen. Please share some thoughts on how this can be achieved.



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    Kalpana Balaji
    Omniparts Automotive
    Franklin TN
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  • 2.  RE: Credit Management blocking rules

    SILVER CONTRIBUTOR
    Posted Dec 11, 2020 02:26 PM
    HI,

    we have terms of COD and also set up credit limits but the i think the  system thinks if the order is COD it means it CASH now and the order should be put on hold. i think it needs to be one or the other... we have our COD accounts set up with a credit limit of 1.00 so they DO go on hold. i think in your instance it needs to be one OR the other but not both... remember when you are looking at your blocking rules they are either Blocking or excluding depending on the direction....

    I dont know about you but i have never had much luck on here with help on credit management... so if there is anything else let me know. this is still new to us but ......

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    Mara Taylor
    Credit Manager
    Kent Water Sports Holdings, LLC
    Snoqualmie WA
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