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Is Customer Credit Block used to automatically prevent orders from being placed?

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Do Gooder (Customer)
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  • dioluke
  • Do Gooder (Customer)
  • 8 replies

We want to prevent certain customer orders from creating manufacturing demand.  Our intent was to sue Credit Limits or Credit Blocking.   Reviewing the documentation suggests Credit Limits and Blocking are used as a reporting tool for persons managing the account, and not for system prevention of orders being placed.

 

Am I misunderstanding?

Is there a way to have the standard system block an order?

If no, would a Customer Order SAVE trigger looking at the Credit Block flag be a good way to do this? 

Other suggestions?

 

Thanks

Luke

 

 

Best answer by Rasika Lakmal

Hi,

Using credit limit or credit blocking is not a standard way to prevent the customer orders for manufacturing demand. In order to prevent from the manufacturing planing, you can use the check box Release for Mtrl planning. 

Release for Mtrl Planning
This check box is selected by default when entering a customer order line, and also when the customer order header is released. If this check box is not selected, the customer order line will not be plannable and it will not be seen as a demand by different planning engines like MRP, PMRP, MS, order proposal and next level demand. This check box can only be edited if the customer order line is in the Released state.

 

Best Regards,

Rasika

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    Rasika Lakmal
    Superhero (Customer)
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    • Rasika Lakmal
    • Superhero (Customer)
    • 214 replies
    • Answer
    • April 8, 2020

    Hi,

    Using credit limit or credit blocking is not a standard way to prevent the customer orders for manufacturing demand. In order to prevent from the manufacturing planing, you can use the check box Release for Mtrl planning. 

    Release for Mtrl Planning
    This check box is selected by default when entering a customer order line, and also when the customer order header is released. If this check box is not selected, the customer order line will not be plannable and it will not be seen as a demand by different planning engines like MRP, PMRP, MS, order proposal and next level demand. This check box can only be edited if the customer order line is in the Released state.

     

    Best Regards,

    Rasika

    Rasika Lakmal
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    Anupa Arachchige
    2 people like this
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      Xavier Fernando
    • Anupa Arachchige
      Anupa Arachchige
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    Do Gooder (Customer)
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    • dioluke
    • Author
    • Do Gooder (Customer)
    • 8 replies
    • April 8, 2020

    thank you for the response.

    Luke

     

    Rasika Lakmal
    1 person likes this
    • Rasika Lakmal
      Rasika Lakmal

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