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…
