Question

Customer credit limit/blocking not working

  • 27 March 2023
  • 2 replies
  • 75 views

Userlevel 2
Badge +6

Has anyone come across the customer credit limit being exceed but it does not block customer orders?

The customer is set up with a credit limit.  

 

 

Currently, there are two invoices for a total of 53,000 that has a status of PostedAuth and are not due until 4/13/2023.  A new customer order was created for 12,000 and it was released. This order exceeds the credit limit of 60,000.  However, IFS did not block the order.  

Any suggestions on what is happening?  


2 replies

Userlevel 6
Badge +13

Does your customer have a credit control group setup??   (customer- order tab- general tab)

It is necessary to have credit control group on your customer so the system knows at what points in order flow you wish credit to be checked

Userlevel 2
Badge +6

Thank you.  It looks like someone deleted it.  

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