Hi - has anyone had luck with getting the credit limit functionality to work in a business that has a lot of future orders? Our business is seasonal, and a lot of orders are placed up to 6 months in advance for future delivery, while at the same time these customers will continue to order our current season products. In our case, we want to have the system enforce the credit limit when a sales order is fulfilled or invoiced, not entered - i.e. we want our users to be able to create sales orders regardless of credit limit. We have turned off 'customer credit limit includes orders', but it seems it only truly excludes orders if the sales order does not have a payment term selected (so then it effectively tricks the system into assuming that order could be a cash sale, so don't trigger credit hold calcs). The payment term information is important for us as it helps plan future cashflow and ensures future invoices are raised correctly.

Would you able to keep the SO as Pending Approval so that it doesn't count toward the credit limit? When it gets close to the time to fulfill the order, someone would have to flip teh order to pending fulfillment so that at that point in time it will count toward the credit limit

Possibly - thank you, will look into it Have been feeling like I've hit a brick wall on this one!

Also Maybe the future orders are really Opportunities? They still show in the pipeline but are not real orders yet until they get closer. you could setup a workflow that attempts to convert the "Future Order" to a Sales Order automatically at a given point say maybe 30 days prior or 10 days what ever it may be?