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.

Add a new idea Subscribe
Status Already exists
Categories Accounts Receivable
Created by Michael Kelly
Created on Feb 16, 2018

RELATED IDEAS

Allow a customer Order to remain Credit, even though the customer has been put on COD

Currently in Apex when a customer is put on Credit hold "COD" all current (credit )orders effectively become COD.

Command Agg allows you to put a customer on COD, but allow the customer to continue Credit on current orders , until the order is complete.  Maybe the Order is State work with a 2 party check , which you know you will get paid on, but anything else you want COD.   The functionality is currently in Command. 

Since our company is using the "Command Series / Apex integration", we would like to have the same functionality in both software's. 

  • Attach files
  • Chris Miranti
    Reply
    |     Mar 20, 2018

    Apex allows setting a customer to cash, and an order to credit with it's own limit etc.

    Also, Apex can allow ticketing against an open order when the customer is on hold, if 'Credit Check by Order' is turned on (this is not typical - one would usually want to prevent all sales if the customer is on hold).

    Apex also allows a credit override at the Sales Order and Dispatch Order level. Alternatively, you could also use a temporary credit bypass for a given number of loads.

  • Chris Miranti
    Reply
    |     Feb 19, 2018

    Michael,

    Can you call me direct on this one? I believe what you are asking for is functionality that already exists.

    Thanks,

    Chris Miranti