I'm trying to figure out how best to implement credit holds for a handful of customers. I like the existing native functionality with the exception of one problem. We have customers who enter large orders (100-200 items is not uncommon). So in my testing, the credit holds work well when the customer in in "HOLD" status. the problem is when they are approaching their limit. For example, if a customer has $100 in credit before they hit their limit. So if customer service enters a large order, they will hit the limit, but wont know until the user tried to save the sales order. How have people dealt with this scenario? I know that you can create a quote, regardless of your credit hols status. One thought i had was providing a "Save As Quote" button on the sales order form. the idea being that if the credit limit was hit because of the order being entered, the user could simply save as quote and at a later date, save the quote as a sales order. I'm not sure if that is possible and if that is reasonable, or if there is a better option. Any thoughts?

My approach would be to calculate the available credit and display this on the form. Then run a validate line to check if the new line would push the order over the available credit.

Regarding the "Save as Quote" button, you can definitely do something similar. I just wrote a customization that prevents stand alone vendor invoices under certain conditions, and in the error message added a link that copies all the details to a Purchase Order instead.

@Jono Thanks for the suggestion. It turns out that the requirements have changed, so we will accept all orders, i just have to not allow invoicing or shipping when the limits hit