I have a sales order saved search which is designe...
# administrationm
mg2017
08/31/2020, 5:47 PMI have a sales order saved search which is designed to catch customers whom 1) gone above their credit limit 2) days overdue (gone above the 30 grace period). As we allow setting parent customer we have the consolidated fields as well. Have I missed any scenarios?
CASE WHEN ({amount} + {customermain.consoloverduebalance} > {customermain.creditlimit}) OR ({amount} + {customermain.overduebalance} > {customermain.creditlimit}) OR ({customermain.daysoverdue} > 30) OR ({customermain.consoldaysoverdue} > 30) THEN 1 ELSE 0ENDmg2017
08/31/2020, 5:49 PMI believe these are the four fields I need to work off:
v
Vtor
09/01/2020, 2:21 PMi've done a similar customization to yours, let me check what i put on min
Vtor
09/01/2020, 2:21 PMmine*
Vtor
09/01/2020, 2:25 PMmine is a script that puts holds on records based on some criteria but same kinda deal, here's the things i looked at for credit limit/past dues:
CL-
• current balance > credit limit
• (current balance + current order total) > credit limit
• ((current balance + (current order total + unbilled orders) - deposit balance) > credit limit
PD -
• days overdue > ( days until net due + grace period )
days until net due is on the terms record, idk if you can get that on the saved search or not i never tried it
Vtor
09/01/2020, 2:25 PMsome of those might not be even relevent for a saved search but i think with all the equations i did above we covered all the bases on the CL/PD front
m
mg2017
09/02/2020, 2:24 PMthat's great, thanks @Vtor for CL: current balance - is that referring to the 'balance' field on a customer record and if so, is it set with an open invoice?
mg2017
09/02/2020, 3:00 PMI updated my WF as I didn't take the unbilledorders & consolidated unbilledorders since we have the settings that includes SOs in credit limit rule
mg2017
09/02/2020, 3:00 PM({total} + {entity.consoloverduebalance} > {entity.creditlimit})
OR
({total} + {entity.overduebalance} > {entity.creditlimit})
OR
({total} + {entity.unbilledorders} > {entity.creditlimit})
OR
{total} + {entity.consolunbilledorders) > {entity.creditlimit})
OR
({entity.daysoverdue} > 30)
OR
({entity.consoldaysoverdue} > 30)
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