Credit hold flag
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When placing an order is it possible for a user to check if the party
placing the order has a credit hold flag applied or some other mechanism to say that nothing should be accepted from that party until they pay their bills? I have tried creating a new Party Group and a billing account for that Party Group and gave it a $0 credit limit. When creating an order nothing pops up to say that that the credit limit has been exceeded. Nor is the billing account showing up for the Party Group when viewing it through the Party Manager entry. I must be doing something wrong or looking at this the wrong way Any thoughts or directions appreciated Thanks James |
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when the order uses CC this is automatic.
for Accounts also will not let a order happen if the account does not have enough to cover the order. ========================= BJ Freeman Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=52> Specialtymarket.com <http://www.specialtymarket.com/> Systems Integrator-- Glad to Assist Chat Y! messenger: bjfr33man James Lawton sent the following on 11/9/2010 8:53 AM: > When placing an order is it possible for a user to check if the party > placing the order has a credit hold flag applied or some other mechanism to > say that nothing should be accepted from that party until they pay their > bills? > > > > I have tried creating a new Party Group and a billing account for that Party > Group and gave it a $0 credit limit. When creating an order nothing pops up > to say that that the credit limit has been exceeded. Nor is the billing > account showing up for the Party Group when viewing it through the Party > Manager entry. > > > > I must be doing something wrong or looking at this the wrong way > > > > Any thoughts or directions appreciated > > > > Thanks > > James > > |
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So there is no way for the sales person to know ahead of placing the order
that there is a hold on the account? He just has to try placing the order? At what point in the order process will it stop? Thanks James -----Original Message----- From: BJ Freeman [mailto:[hidden email]] Sent: November-09-10 12:34 PM To: [hidden email] Subject: Re: Credit hold flag when the order uses CC this is automatic. for Accounts also will not let a order happen if the account does not have enough to cover the order. ========================= BJ Freeman Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=52> Specialtymarket.com <http://www.specialtymarket.com/> Systems Integrator-- Glad to Assist Chat Y! messenger: bjfr33man James Lawton sent the following on 11/9/2010 8:53 AM: > When placing an order is it possible for a user to check if the party > placing the order has a credit hold flag applied or some other > mechanism to say that nothing should be accepted from that party until > they pay their bills? > > > > I have tried creating a new Party Group and a billing account for that > Party Group and gave it a $0 credit limit. When creating an order > nothing pops up to say that that the credit limit has been exceeded. > Nor is the billing account showing up for the Party Group when viewing > it through the Party Manager entry. > > > > I must be doing something wrong or looking at this the wrong way > > > > Any thoughts or directions appreciated > > > > Thanks > > James > > |
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the data is available if you wish to provide that through the Order Entry.
You can go into the Partymgr https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoCustomer click on Finacial Account and Billing Account and get that parties info. ========================= BJ Freeman Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=52> Specialtymarket.com <http://www.specialtymarket.com/> Systems Integrator-- Glad to Assist Chat Y! messenger: bjfr33man James Lawton sent the following on 11/9/2010 9:46 AM: > So there is no way for the sales person to know ahead of placing the order > that there is a hold on the account? He just has to try placing the order? > > At what point in the order process will it stop? > > Thanks > James > > -----Original Message----- > From: BJ Freeman [mailto:[hidden email]] > Sent: November-09-10 12:34 PM > To: [hidden email] > Subject: Re: Credit hold flag > > when the order uses CC this is automatic. > for Accounts also will not let a order happen if the account does not have > enough to cover the order. > > ========================= > BJ Freeman > Strategic Power Office with Supplier Automation > <http://www.businessesnetwork.com/automation/viewforum.php?f=52> > Specialtymarket.com<http://www.specialtymarket.com/> Systems Integrator-- > Glad to Assist > > Chat Y! messenger: bjfr33man > > > James Lawton sent the following on 11/9/2010 8:53 AM: >> When placing an order is it possible for a user to check if the party >> placing the order has a credit hold flag applied or some other >> mechanism to say that nothing should be accepted from that party until >> they pay their bills? >> >> >> >> I have tried creating a new Party Group and a billing account for that >> Party Group and gave it a $0 credit limit. When creating an order >> nothing pops up to say that that the credit limit has been exceeded. >> Nor is the billing account showing up for the Party Group when viewing >> it through the Party Manager entry. >> >> >> >> I must be doing something wrong or looking at this the wrong way >> >> >> >> Any thoughts or directions appreciated >> >> >> >> Thanks >> >> James >> >> > > > |
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OK, got it...I had missed the additional drill down on the party ID in
Billing accounts to get the available balance info Thanks James -----Original Message----- From: BJ Freeman [mailto:[hidden email]] Sent: November-09-10 12:59 PM To: [hidden email] Subject: Re: Credit hold flag the data is available if you wish to provide that through the Order Entry. You can go into the Partymgr https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=Dem oCustomer click on Finacial Account and Billing Account and get that parties info. ========================= BJ Freeman Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=52> Specialtymarket.com <http://www.specialtymarket.com/> Systems Integrator-- Glad to Assist Chat Y! messenger: bjfr33man James Lawton sent the following on 11/9/2010 9:46 AM: > So there is no way for the sales person to know ahead of placing the > order that there is a hold on the account? He just has to try placing the order? > > At what point in the order process will it stop? > > Thanks > James > > -----Original Message----- > From: BJ Freeman [mailto:[hidden email]] > Sent: November-09-10 12:34 PM > To: [hidden email] > Subject: Re: Credit hold flag > > when the order uses CC this is automatic. > for Accounts also will not let a order happen if the account does not > have enough to cover the order. > > ========================= > BJ Freeman > Strategic Power Office with Supplier Automation > <http://www.businessesnetwork.com/automation/viewforum.php?f=52> > Specialtymarket.com<http://www.specialtymarket.com/> Systems > Integrator-- Glad to Assist > > Chat Y! messenger: bjfr33man > > > James Lawton sent the following on 11/9/2010 8:53 AM: >> When placing an order is it possible for a user to check if the party >> placing the order has a credit hold flag applied or some other >> mechanism to say that nothing should be accepted from that party >> until they pay their bills? >> >> >> >> I have tried creating a new Party Group and a billing account for >> that Party Group and gave it a $0 credit limit. When creating an >> order nothing pops up to say that that the credit limit has been >> Nor is the billing account showing up for the Party Group when >> viewing it through the Party Manager entry. >> >> >> >> I must be doing something wrong or looking at this the wrong way >> >> >> >> Any thoughts or directions appreciated >> >> >> >> Thanks >> >> James >> >> > > > |
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