How to enforce credit limit holds on a customer wh...
# ask-stanley-ai
a
How to enforce credit limit holds on a customer when importing invoices through CSV?
c
AI generated answer (using internal Slack threads):
To enforce credit limit holds on a customer when importing invoices through CSV, you can use SuiteScript to customize the process. Here are the steps you can follow: 1. Check the Credit Limit: Before creating an invoice, check the customer's credit limit. You can do this by loading the customer record and accessing the credit limit field. 2. Calculate the Total Outstanding Invoices: Calculate the total amount of the customer's outstanding invoices. You can do this by searching the invoice records associated with the customer and summing up the total amount. 3. Compare the Total with the Credit Limit: Compare the total amount of outstanding invoices with the customer's credit limit. If the total amount exceeds the credit limit, do not create the invoice. 4. Create the Invoice: If the total amount of outstanding invoices does not exceed the credit limit, create the invoice. Here is a sample SuiteScript code snippet that demonstrates this process:
Copy code
javascript
var customerRecord = record.load({
    type: record.Type.CUSTOMER,
    id: customerId
});
var creditLimit = customerRecord.getValue('creditlimit');

var invoiceSearch = search.create({
    type: search.Type.INVOICE,
    filters: [
        ['status', 'anyof', 'CustInvc:A'], // Open invoices
        'AND',
        ['entity', 'anyof', customerId]
    ],
    columns: [
        search.createColumn({name: 'amount', summary: 'SUM'})
    ]
});
var invoiceSearchResult = invoiceSearch.run().getRange({start: 0, end: 1});
var totalOutstandingInvoices = invoiceSearchResult[0].getValue({name: 'amount', summary: 'SUM'});

if (totalOutstandingInvoices <= creditLimit) {
    // Create the invoice
} else {
    // Do not create the invoice
}
Please note that this is a simplified example and may need to be adjusted to fit your specific needs. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847209275
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841763437
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829625249
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