We’re looking into developing a customization/bpm to hold orders for customers if they have open late invoices. Before we develop something custom wanted to check if a standard feature existed. Any chance a standard feature like this exists?
Credit Hold exists already - it seems that would fit, because the reason you’re holding the shipment is for financial reasons.
When Credit Hold is active against a customer, it will warn you when shipping.
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You can use aging hold in customer entry
Billing \ Credit \Credit Detail
It won’t stop shipment of the order but will throw up a message on the sales order and a packing slip when created
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Credit Hold is when the customer exceeds the allocated credit limit, either through orders only or including invoices.
Aging Hold was introduced a few releases ago and I believe it is similar if not the same as what you want to achieve. From the help:
“A customer can be placed on aging hold manually or automatically through the Mass Credit Information Update Process based on their past due invoices. This criteria includes the number of days past the invoice due date, the minimum overdue balance and any grace period.”
In Company Configuration you can decide the action to take for customers on hold, look for the “Credit / Aging Limit Actions” group under Sales/Order and Finance/AR
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