In the Dynamics GP Sales module, you have the ability to set up 2 passwords related to Credit Limits:
The first option will prevent you from saving a line item to an order if that line item will exceed the customers "available credit" unless you have a password. The password must be specified before you can exceed the customer's credit limit. This option is used in both SOP (quotes, orders, invoices, etc.) and Receivables (Invoices).
The second option will only work if the first option is NOT enabled (i.e. there is no password). These sales process holds are user-definable holds that can be assigned to SOP transactions (quotes, orders, invoices, returns, etc.). The setup allows you to prevent the document from being Transferred, Posted, Fulfilled and/or Printed. When using this option with the Customer Credit Limits, you let the system automatically apply the hold for you.If you are referring to the Sales Order Holds, there is a table (SOP10104) that holds the data and is shared between work and historical transactions. Holds that are applied (active holds) have a value in the DELETE1 field of 0 and holds that were previously applied but have since been removed will have a DELETE1 value of 1.With one of my customers using an eCommerce site to GP (and using eConnect), if the eCommerce site tried to pass an order to GP where it would put the customer over their credit limit, the order is denied (does not get created in GP). A validation error will occur "Customer credit limit has been exceeded." This was thrown for them because a password was in use. I do believe other logic could be written on your eCommerce site that could calculate if the customer was going to exceed their credit limit but still have the order created and placed on hold. For us, we decided the hold would be visible on the eCommerce site and not create an order in GP.I hope this information is helpful and look forward to see any other responses from other GPUG users.Thank you,
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