Proposal Summary
This proposal summarizes the functionality implementing credit limit customization within the sales order record.
Requirement
VKC Nuts Pvt Ltd wants to implement a credit limit customization within the sales order. when approving a sales order, it becomes necessary to verify the credit limit balance of each customer. Only if the credit limit balance is greater than the sales order amount, can the order be approved by the approver. If the sales order amount exceeds the customer’s credit limit balance, the approver needs to reject the sales order.
Deliverables
•We write a user event script and will deploy in the Sales order
• When user clicks on the Approve Button, we will prevent the approving of the sales order if the credit limit balance is less than the sales order amount and user will navigate to an error page there, we will display the reason for the why the order is not approved.
•While verifying the credit limit balance of the customer, we will consider the Unbilled orders and the credit limit will be calculated by Actual Credit Limit – (Unbilled Orders + Balance)
Assumptions
• We assume that the approving of sales order will be done through the Approve button click
• When approving sales order through bulk approval, any of the customers credit limit balance is less than the selected sales order amount, we will prevent approving of the sales order
•We assume that credit limit balance of the customer will be calculated by Actual Credit Limit – (Unbilled Orders + Balance)