Bulk Materials Ideas
Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.
Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.
Currently, Apex will copy credit status from the customer onto quotes/orders created against that customer. If this is done when the customer is on hold, the person doing this must remember to set the credit status on the order to OK. Otherwise, when the hold is lifted from the customer, the quote/order is still on hold.
It would be good if quotes/orders created against a customer would not inherit that customer’s credit status. That way, the customer’s credit status is still used to prevent ticketing against the customer, but the quote/order’s credit status is separated and only changed if we want to block sales against that quote/order.
