Proposal Summary
This proposal outlines the scope of turning off customer hold for sales orders when the amount is less than or equal to $50.
Requirement
Hygiene Technologies aims to disable customer hold during sales order creation if the amount is less than or equal to $50.
Deliverables
- Disable the default Credit Hold functionality in the Accounting Preferences.
- Deploy a client script and user event script in the sales order record to enforce restrictions on sales order creation.
- If the sales order is generated through the UI context, the client script will display a notification or popup message, preventing the creation of the order if the consolidated amount exceeds $50 while saving the sales order record. However, the creation of the order will be permitted if the consolidated amount is within the defined limit.
- The total balance is calculated as follows:
Total Balance = Overdue Balance from customer record + Unbilled Orders Amount from customer record + Current Sales Order amount.
If the difference between the total balance and the credit limit is less than or equal to $50, the order creation will be allowed.
- If the sales order is created through a different context (e.g., third-party integrations or CSV imports), the user event script will trigger and generate errors preventing the creation of the sales order if the amount exceeds $50.
- For sales order creation via CSV imports, the suite script enabling trigger must be checked.
Assumptions
- We assume that the Total Balance is calculated as the sum of the Overdue Balance from the customer record, the Unbilled Orders Amount from the customer record, and the Current Sales Order amount.
- The condition for allowing order creation is when the difference between the Total Balance and the Credit Limit is less than or equal to $50.