Given the following settings:
Customer Credit Limit Handling = Enforce Holds
Customer Credit Limit Includes Orders = True
How can you create Sales Orders for a Customer that has reached their Credit Limit?
Given the following settings:
Customer Credit Limit Handling = Enforce Holds
Customer Credit Limit Includes Orders = True
How can you create Sales Orders for a Customer that has reached their Credit Limit?
To create Sales Orders for a Customer that has reached their Credit Limit when the settings are Customer Credit Limit Handling as Enforce Holds and Customer Credit Limit Includes Orders set to True, you can utilize the option to select the Override Credit Limit on the Sales Order. This allows the transaction to be processed despite the customer having reached their credit limit.
https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N1218600.html When you select a payment method on a sales order, NetSuite does not assess the credit limit.
The correct answer is A. https://suiteanswers.custhelp.com/app/answers/detail/a_id/32492/loc/en_US
When Standard Sales Order is used, verify if a Term is selected. If no terms, it is a Cash Sale which is not triggered by the preferences. This goes the same way when Standard Sales Order - Cash Sale form is used.
A. Standard Sales Order - Cash Sale When you select a payment method on a sales order, NetSuite does not assess the credit limit. Override Credit Limit is not available on the Sales Order.
When the Customer Credit Limit Handling preference is set to Enforce Holds, NetSuite will not allow new sales transactions to be created for a customer that has reached their credit limit, even if the transaction will not exceed the limit. However, if the Override Credit Limit option is selected on the sales order, the transaction can be created even if the customer has reached their credit limit. Using the Standard Sales Order - Cash Sale form or the Standard Sales Order - Invoice form will not bypass the credit limit hold. Selecting a higher Order Priority for the customer will not bypass the credit limit hold either.
When you select payment terms (invoice upon billing) on a sales order, NetSuite does assess the credit limit if one is listed for the customer. When you select a payment method (cash sale upon billing) on a sales order, NetSuite does not assess the credit limit. https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N1218600.html#The-Standard-Sales-Order-Form