We have a customer set up for Advance Invoices requiring prepayment before the order will process. The order was created, the advance invoice created and the order blocked. Then the scheduled task to Batch Create Invoices picked it up and invoiced for the full amount. The customer master record has the “Advance Invoice Full Paid Check” turned on. How can an order that is blocked be invoiced?
Hi,
From the customer order header, see the option for the order history.
This should show the stages / steps the order header and related changes.
It may show something like this - where the order was placed on blocked status. It may also show if some other user released the block. Per the below, the order was created in planned status, then released, then placed on hold (blocked), then released from the credit hold changing the order status back to released where it can be further processed by the operational flow.
The credit release process has two options, one will release the order till the next credit test process (driven by the credit control group), and the other release from credit checks will release the order from future credit tests.
FYI, in case you don’t know, the credit control group is on the customer / order tab, and designates if / when an order is placed on credit hold. You can have one or more tests on a given customer order as it progresses in the system.
See the detail / Full info notation to see how the order was released from the credit block.
Best regards,
Thomas
The order does not show being released. If the Advanced invoice had been paid I would have expected it to be released, but the invoice is still unpaid, so the order is still blocked.
Hi,
Thaks for the quick reply and above information. - This is very helpful.
Please send the credit control group settings for this customer.
I’m thinking you may need to log a call center case.
Best regards,
Thomas
Hi,
Please send the details - of the credit control group. That will show when the order is tested for credit.
Also, please include the type of order lines, supplier supplied parts, inventory parts, no parts or charges.
The order lines will flow though different steps in IFS. It’s possible that the credit control group (details) may not be playing well with the type of data (order line data). For example, if we check order (for credit) at picking, and we don’t really pick the order, that may be problematic (I had not tested that scenario).
Best regards,
Thomas
There were no line items on the order, only a single charge.
The customer is Cash In Advance, so the terms code is set up to exclude from Credit Check and auto create an advance invoice.
Should any blocked order be included in the invoice process?
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