Good Day everyone!
We have some questions about Customer Credit Limits and the associated Customer Order Stops, and wondered if anyone had some insight on how the Finance Order Stops function behind the scenes.
The following is working as we think it should:
Anytime an Order is entered in M3 for a Customer who has exceeded their Credit Limit(s), we get the appropriate pop-up Alerts warning us that they have exceeded their limit. And subsequently when the Order is finished the appropriate Customer Order Stop is placed on the Order. So that is all good. And our process is that when the Customer corrects the situation, Finance goes on and removes the Order Stop (OIS120) and Orders get shipped.
However, lately we have had some incidents where Orders ended up getting shipped for a customer that has exceeded their limit(s) and when looking at the Order there is no Finance Order Stop (hence that is why the Order was shipped).
What is interesting, is that if we find this situation ahead of time, or find another Order for that Customer that doesn’t have a Finance Order Stop and “open” the Order, we immediately get the Credit Limit Exceeded Alert, and a Finance Order Stop is placed on the order.
Initially we thought that maybe someone (not in Finance) was going in and removing the Finance Order Stops, so we started monitoring (via a database query) the Orders looking for Orders with missing Finance Order Stops. We say “missing” because since we knew that Finance Order Stops worked at Order Entry, our assumption was that the Order Stops were being removed.
But we really started to understand more about what was happening on Friday when about 7pm the database surveillance query that we had written indicated that all of the sudden there were 8 Orders that all were missing their Finance Order Stops.
In trying to figure out who was around to be removing Stops, the only thing that happened is that Finance had went and Invoiced the Shipments for the day.
Then it hit us…the act of Invoicing had updated all the Customer’s account balances likely driving some of them over their Limits.
BUT THE INVOICING (OR BECOMING DELENQUEINT) DOESN’T ADD STOPS TO EXISTING ORDERS ALREADY IN THE SYSTEM.
Is our theory correct?
We did find a Setting in the Route / Dispatch Policy that is supposed to check Credit at Time of Picking…but that doesn’t necessarily solve the problem…
We need to know from all the Open Orders what is being held and what is cleared, and the current situation doesn’t show us that…because some of those Orders need Stops applied, and the only way seems to be manually opening the Order.
QUESTION: IS THERE A JOB OR PROCESS THAT CAN BE RUN THAT CHECKS ALL THE ORDERS FOR FINANCE COMPLIANCE AND SETS ORDER STOPS AS NECESSARY?
Thanks in Advance!
Steve
