Project:
| View Issue Details[ Jump to Notes ] | [ Issue History ] [ Print ] | |||||||||||
| ID | ||||||||||||
| 0008159 | ||||||||||||
| Type | Category | Severity | Reproducibility | Date Submitted | Last Update | |||||||
| feature request | [Openbravo ERP] 07. Sales management | minor | have not tried | 2009-03-17 16:18 | 2014-08-25 14:47 | |||||||
| Reporter | pmagnin | View Status | public | |||||||||
| Assigned To | rmorley | |||||||||||
| Priority | normal | Resolution | open | Fixed in Version | ||||||||
| Status | new | Fix in branch | Fixed in SCM revision | |||||||||
| Projection | none | ETA | none | Target Version | ||||||||
| OS | Any | Database | Any | Java version | ||||||||
| OS Version | Database version | Ant version | ||||||||||
| Product Version | SCM revision | |||||||||||
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| Modules | Core | |||||||||||
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| Regression date | ||||||||||||
| Regression introduced in release | ||||||||||||
| Regression introduced by commit | ||||||||||||
| Triggers an Emergency Pack | No | |||||||||||
| Summary | 0008159: Block new invoice from customer that has exceeded his credit limit | |||||||||||
| Description | We 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. | |||||||||||
| Proposed Solution | We 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". | |||||||||||
| Tags | No tags attached. | |||||||||||
| Attached Files |  ExceedCreditLimit.pdf [^] (41,131 bytes) 2009-03-25 11:56 | |||||||||||
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(0055019) dmitry_mezentsev (developer) 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". |
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(0062098) dmitry_mezentsev (developer) 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 [^] |
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(0069711) rtaxerxes (reporter) 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. |
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Issue History |
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| Date Modified | Username | Field | Change |
| 2009-03-17 16:18 | pmagnin | New Issue | |
| 2009-03-17 16:18 | pmagnin | Assigned To | => rafaroda |
| 2009-03-17 16:18 | pmagnin | Regression testing | => No |
| 2009-03-17 16:31 | rafaroda | Assigned To | rafaroda => pjuvara |
| 2009-03-25 11:56 | pmagnin | File Added: ExceedCreditLimit.pdf | |
| 2011-02-04 09:15 | jpabloae | Assigned To | pjuvara => rmorley |
| 2011-05-23 20:48 | dmitry_mezentsev | Target Version | 3.0MP0 => |
| 2012-12-17 18:23 | dmitry_mezentsev | Relationship added | related to 0015087 |
| 2012-12-17 18:23 | dmitry_mezentsev | Relationship added | related to 0014068 |
| 2012-12-17 18:31 | dmitry_mezentsev | Note Added: 0055019 | |
| 2013-11-12 13:01 | ngarcia | Issue Monitored: ngarcia | |
| 2013-11-12 16:15 | dmitry_mezentsev | Note Added: 0062098 | |
| 2014-08-25 14:44 | rtaxerxes | Issue Monitored: rtaxerxes | |
| 2014-08-25 14:47 | rtaxerxes | Note Added: 0069711 | |
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Issue History |
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