Dear Gurus,
I have the following credit management scenari, where as per my knowledge I have suggest the standard solution, but looking for the gurus input or any other good way, as the suggested solution is very difficult for client to carry.
Customer credit limit is $10,000, customer place first order of $15,000, so order is block, concern from finance release the order by vkm3. So far customer consume more limit than assign.
But customer get the partial delivery which value is just $5,000, and ask the company that he will not intrested to get further dispatch against above order, but in the above order we release it of value $15,000.
No customer place the 2nd order of value $2,000 so now this order is block again.
Client is looking credit only consume as per the dispatch quantity, but credit management run on the sales order as per Company SOP.
Solution: I ask them to go on the previous (1st) order and save it again system again run the credit management again, but you don't need to release the same order again, but this should be done before creating the 2nd sales order, so your 2nd sales order will not get block as we will have the limit available of $5,000.
Is there any other way so that client can use that for removing hte excess exposure assign against a sales order which is close now, and customer not interested to take or continue that order.
Please ask if have any query or scenario is not understood.
Looking for the gurus feedback.
Regards,
Imran khan