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 |
Event type |
Event parameter |
Execution priority |
Change of State |
RELEASING |
Normal |
Condition No |
Attribute name |
Comparison type |
Value |
1 |
#IsInCash |
= |
True |
Action No |
Action type |
Parameter1 type |
Parameter1 value |
Parameter2 type |
Parameter1 value |
1 |
SETVALUE |
Attribute |
CreditLimitOverride |
Constant |
True |