Allow a credit limit override when a client pays in cash

If the system type of a payment type in a sales order document is set as 'In cash', you can create a business rule that inserts a check mark in the field Credit Limit Override.

You can get that information using this calculated attribute, which returns 'True' or 'False'.

To set a rule to allow a credit limit override when a client pays in cash, use the following data:

Repository
Crm.Sales.SalesOrders

Events

Event type	Event parameter	Execution priority
Change of State	RELEASING	Normal

Conditions

Condition No	Attribute name	Comparison type	Value
1	#IsInCash	=	True

Actions

Action No	Action type	Parameter1 type	Parameter1 value	Parameter2 type	Parameter1 value
1	SETVALUE	Attribute	CreditLimitOverride	Constant	True

Note

'#IsInCash' is a calculated attribute.

For more information, see Check if the system type of payment type in a sales order is 'In cash'.