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How to activate a Credit Limit check in Version 9?

Bob Maes
on 3/21/16, 12:14 PM 529 views

In v8 it was possible to add a condition in the sales workflow to implement a credit limit check. In v9 the sales work flow is not available any longer... 

So has anyone activated a credit limit check in version 9? The sale should not be confirmed when total amount of receivables + amount of the new quotation is greater than the credit limit. 



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Asked: 3/21/16, 12:14 PM
Seen: 529 times
Last updated: 6/21/16, 6:14 PM