experiencing an issue with customers that are 'on credit hold' - set to ON (accounting preference - warn only) and 30+ 'days overdue' When a sales order is entered for these customers, we would expect to have a warning about the customer being on credit hold, and a warning about the number of days overdue. However, only one or the other is showing when entering sales orders. Is there an issue documented regarding having both warnings come up on sales order entry?

AI generated answer (using internal Slack threads):

Based on the conversations, it appears that the issue of not receiving both warnings (credit hold and days overdue) when entering a sales order might be due to the settings in your NetSuite environment. Firstly, under Setup > Accounting > Accounting Preferences, ensure that the Customer Credit Limit Handling is set to "Warn Only" and the Customer Credit Limit Includes Orders box is checked. Secondly, check the customer record on the financial tab to see if "Hold" is set to "On". If it's set to "Auto", it might not work as expected. The "Auto" setting should mark them on hold if they have exceeded their limit, but this might not happen until after the record is saved, especially if it involves the combination of multiple transactions. If all these settings are correctly configured and you're still not receiving both warnings, it could potentially be a defect in the system. As for bypassing these rules via API, it depends on what is enforcing these rules and the order of operations. If the rules are enforced by global settings under the accounting preferences, it might not be possible to bypass them via API. For the workflow where the sales order exceeds the customer credit limit, you might need to use a saved search condition instead. Also, consider that the credit limit might be the sum of all unpaid invoices, not the total of one sales order. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

If anyone else is wondering - Suiteanswers 99366 "Note the following regarding credit limit warnings: If an accounts receivable transaction causes an on hold warning, later transactions don't produce an overdue warning or credit limit balance warning. Accounts receivable transactions can cause both an overdue warning and a credit limit balance warning. Accounts receivable transactions never cause both an on hold warning and an overdue warning. Accounts receivable transactions never cause both an on hold warning and a credit limit balance warning. • Credit limit balance and overdue invoice warnings appear when you enter order fulfillments if your Credit Limit Handling preference is set to Warn Only or Enforce Holds. But the fulfillment isn't blocked."

Very interesting. Thank you!