Finance is reading the Field Help for the Order Credit field(Customer Tracker - Finance - Credit - Credit Detail) and it seems to be misleading (“The number of sales orders that are uninvoiced and unshipped”). This field is $0 for a customer that has several open orders. Tech support tells me if we don’t have the “Include Open Orders in Credit” set, open order will not be included(we don’t have it set for the customer). I’m not sure what problem finance is trying to solve, but hoping someone can help us to understand what the Order Credit Field tells us so I can communicate this back to finance(the field help seems to be wrong…). Any pointers?
As support pointed out, that value is only calculated if the “Include Open Orders in Credit” field is set. The bad thing is that if you select that option, then the value calculated for that field is added to the Credit Total.
Here’s a test company:
With the option cleared:
With the option enabled:
A real downside to this calculation is that the system doesn’t distinguished between an open order, and one that has been shipped, but not yet invoiced. So when the option is not selected, shipped but not yet invoiced lines aren’t included in the credit extended to the customer.
If you don’t want to have orders to be included in determining if a customer should be on credit hold or not, but just want to see the number in the customer tracker, you’ll have to make a customization. Probably best to make a BAQ to calculate that total and and have that value shown on the customization.
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