Submit your Suggestions for Spectrum

OP - prevent creation of Quote / Orders that will exceed customers credit limit

If a customer has a credit limit of $10,000 in accounts receivable, you are still allowed to create a quote and order for that customer in Order Processing that exceeds their credit limit.  You simply get a warning message that the quote will exceed their credit limits, but you are allowed to press "OK" and continue creating it.  It would be a nice option to have to restrict that bypass so that quotes and orders cannot be placed that will push that customer over their credit limit. 
  • Guest
  • Apr 23 2018
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Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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