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3. Credit limit calculation exclude the Sales Order which is Cancelled or Closed marked in SO Line Order Status
Enhanced (JIRA289) - exclude the negative sales order line
The negative sales order line created for handle the return shipment case
- once the group shipment is posted then user use credit memo to reverse the invoice, user need to add the new sales order line for get the line to group shipment for create correct invoice.
- the negative sales order line is created for offset the new sales order line for prevent total sales amount increased due to the revision.
4. Credit limit calculation exclude if the payment terms is marked Skip Credit Limit Control
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Credit Balance to be update when user change on sales order
| # | Case | Remarks |
|---|---|---|
| 1 | Change Sales Line Qty | Total Amount to be change |
| 2 | Change Sales Line Unit Price | Total Amount to be change |
| 3 | Change Currency | Credit Balance to be change |
| 4 | Change Payment Terms | Credit Control checking to be different (i.e. Skip Credit Control or non-skip credit control |
| 5 | Change Customer | Customer Credit Limit or Group Credit Limit or credit balance to be different |
Case Example
| Day | Payment Terms | Skip Approval | Credit Limit | Order Amount | Need Approval? | Process | Approved Amount after Released |
|---|---|---|---|---|---|---|---|
| Scenario 1 | |||||||
| 1 | TT | No | 1,000 | 100.00 | NO - Within Limit | Release | - |
| 2 | TT | No | 1,000 | 1,100.00 | YES - Over Limit | Sent Approval => Release | 1,100.00 |
| 3 | TT | No | 1,000 | 1,110.00 | NO - Within Buffer | Release | 1,100.00 |
| 4 | TT | No | 1,000 | 2,000.00 | YES - Over Buffer | Sent Approval => Release | 2,000.00 |
| 5 | LC | Yes | 1,000 | 2,000.00 | NO - Skip Control | Release | 2,000.00 |
| 6 | TT | No | 1,000 | 2,000.00 | NO - Within Buffer | Release | 2,000.00 |
| 7 | TT | No | 1,000 | 3,000.00 | YES - Over Buffer | Sent Approval => Release | 3,000.00 |
| Scenario 2 | |||||||
| 1 | LC | Yes | 1,000 | 2,000.00 | Skip Control | Release | - |
| 2 | TT | No | 1,000 | 2,000.00 | Over Limit | Sent Approval => Release | 2,000.00 |
| 3 | LC | Yes | 1,000 | 2,100.00 | Skip Control | Release | 2,000.00 |