Openbravo Issue Tracking System - Openbravo ERP
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IDProjectCategoryView StatusDate SubmittedLast Update
0008159Openbravo ERP07. Sales managementpublic2009-03-17 16:182014-08-25 14:47
Reporterpmagnin 
Assigned Tormorley 
PrioritynormalSeverityminorReproducibilityhave not tried
StatusnewResolutionopen 
PlatformOS5OS Version
Product Version 
Target VersionFixed in Version 
Merge Request Status
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OBNetwork customer
Web browser
ModulesCore
Support ticket
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo
Summary0008159: Block new invoice from customer that has exceeded his credit limit
DescriptionWe currently don’t have any option to block a new invoice from a customer that has exceeded his credit limit. You can configure this credit limit in the Business Partner definition in order to have an informative message (in blue) when the customers has exceed it, but you still have the right to complete the sales order.
You can for sure inactivate the client, but this solution is a bit hard.
Steps To Reproduce
Proposed SolutionWe should add a check box "Block invoice when credit limit exceeded" in the Business Partner definition. In this case, you won't be able to complete a sales order.

You would have popup window with the message:

"The sales order can't be completed, this customer has exceeded his credit limit. Please check your configuration to authorize the completion".
Additional Information
TagsNo tags attached.
Relationships
related to feature request 0015087 new jonalegriaesarte Changes in the control of the credit limit 
related to feature request 0014068 new jonalegriaesarte The application should warn when a business partner is going to exceed the credit limit 
Attached Filespdf ExceedCreditLimit.pdf (41,131) 2009-03-25 11:56
https://issues.openbravo.com/file_download.php?file_id=1064&type=bug
Issue History
Date ModifiedUsernameFieldChange
2009-03-17 16:18pmagninNew Issue
2009-03-17 16:18pmagninAssigned To => rafaroda
2009-03-17 16:18pmagninRegression testing => No
2009-03-17 16:31rafarodaAssigned Torafaroda => pjuvara
2009-03-25 11:56pmagninFile Added: ExceedCreditLimit.pdf
2011-02-04 09:15jpabloaeAssigned Topjuvara => rmorley
2011-05-23 20:48dmitry_mezentsevTarget Version3.0MP0 =>
2012-12-17 18:23dmitry_mezentsevRelationship addedrelated to 0015087
2012-12-17 18:23dmitry_mezentsevRelationship addedrelated to 0014068
2012-12-17 18:31dmitry_mezentsevNote Added: 0055019
2013-11-12 13:01ngarciaIssue Monitored: ngarcia
2013-11-12 16:15dmitry_mezentsevNote Added: 0062098
2014-08-25 14:44rtaxerxesIssue Monitored: rtaxerxes
2014-08-25 14:47rtaxerxesNote Added: 0069711

Notes
(0055019)
dmitry_mezentsev   
2012-12-17 18:31   
Additional comment.

Now we have "Credit limit exceeded” warning at the Sales Order but users can ignore the warning and continue.
And the idea of the Credit Hold is a Flag in the BP Customer (default set at organizational level and set to No for backward compatibility) to automatically control the logic of placing accounts on credit hold.
If it is enabled customer automatically put on credit hold when credit limit exceeded. Credit hold will be automatically removed if defined situation is no longer true.
Putting customer on hold means that "BP Locking Flag" is set. Maybe we can rename this flag to be more generic "On Credit Hold" or "On Hold".
(0062098)
dmitry_mezentsev   
2013-11-12 16:15   
Manual scenario is address with Business Partner Blocking: Blocking flag for Customers or Vendors therefore specified documents such as orders, invoices, shipments / receipts and payments cannot be fulfilled to them.
http://wiki.openbravo.com/wiki/Release_Notes/3.0MP19.1 [^]
(0069711)
rtaxerxes   
2014-08-25 14:47   
It would be nice if the system could automatically block an account if the account has exceeded the credit limit.