Credit Hold Not Triggered When Creating Customer Orders via API Gateway

Ravi Teja

Hi everyone,

We are creating Customer Orders and Customer Order Lines from an external system using Infor CSI (SyteLine) API Gateway.

In the CSI UI, when a Customer Order Line is saved, the system automatically performs a credit check and places the order on Credit Hold if the customer’s credit limit is exceeded.

However, when we insert or update Customer Order Lines using the UpdateCollection API, the credit check does not seem to run automatically, and the order is not placed on Credit Hold.

We are trying to understand:

• How are you handling credit checks for Customer Orders created through API Gateway?
• Is there a standard IDO method or business logic that can be called after creating/updating CO lines to trigger the same credit hold behavior as the UI?
• Have you implemented this using:
  • an IDO Method call,
  • an Event Handler,
  • or custom logic from the external system?

Any guidance, examples, or best-practice approaches from those who have solved this would be greatly appreciated.

Thanks in advance!