We're piloting the use of Sales Order Quotes and all of a sudden we have customers getting flagged with credit limits. We want to keep open sales orders in the credit limit calculation but not open quotes. How can we do this?
I saw the earlier post "Are Sales Order Quotes considered in Credit Limit Calculation?" but I have no indication that DSD multi-currency installed. Its not showing on the installed modules listing and to my knowledge are not using multiple currencies.
I tested this on mine and quotes were not included. What does this screen look like for your customer?
Thanks for the quick reply. I'm double-checking the information I was given. I've reproduced your example and indeed the credit limit was not flagged
Not in regular Sage 100.
What matters is the value shown on the Credit pop-up, not there. Are quotes included in THAT Open Order total?
As I said, you may have Aging based warnings enabled too. That 120…
I tested this on mine and quotes were not included. What does this screen look like for your customer?
Check the values on the Credit pop-up screen.
For a quote, "This Order" is zero (even when the quote total is non-zero), and there is no warning.
For a standard order, "This Order" is non-zero, with the warning.
There is also an option to check both the limit, and the Aging... so your extra warnings may not be from Quotes.
Thanks for the quick reply. I'm double-checking the information I was given. I've reproduced your example and indeed the credit limit was not flagged
Sorry the quick answer was too good to be true. Actual customer data shows that the quotes are indeed impacting AR. Below is from Customer maintenance:
This is probably a rabbit trail question but I noticed that these quotes were from the previous week. Would there be daily tasks or batch updates that would cause today's test quote to not be updated yet?
