Disable option to dispatch an order if customer account is over credit limit


When an account is over credit limit and you add a sales order it rightly goes on hold. However users are able to change the order status to off hold, then dispatch the order via the sales order list screen. (if the order is opened, click save and dispatch it doesn't allow it and puts the order on hold again, but we bulk dispatch orders from the list screen). 

I thought there was a way to prevent orders being able to dispatch if the account is over credit limit. We have recently upgraded to version 2022 12.00.0047 and this has changed since then.

Any ideas how we can sort this? Is there a setting somewhere we need to switch on?

We can remove the off hold option for users but they need to be able to put orders on/off hold for other reasons.

  • 0

    Hi Duane,

    Thanks for using the Sage City discussion forum.

    The problem you have described is a known issue which is currently outstanding. I would recommend discussing this with your Business Partner, who will be able to contact Sage on your behalf and have you added to the known issue as a contact so when this is resolved in a future version of the program we can let them know. To help direct them to the correct resources the known issue number is 7949 for Sage 200 Standard and 7290 for Sage 200 Professional.

    So other Sage City users can see this is a resolved discussion thread please can you mark this answer as verified by clicking More and then Verify Answer.