Given the following settings: Customer Credit Limit Handling = Enforce Holds Customer Credit Limit Includes Orders = True How can you create Sales Orders for a Customer that has reached their Credit Limit?
A.
Use the Standard Sales Order - Cash Sale form.
B.
Use the Standard Sales Order - Invoice form.
C.
Select a higher Order Priority for the Customer.
D.
Select the Override Credit Limit on the Sales Order.
When Customer Credit Limit Handling is set to Enforce Holds and Customer Credit Limit Includes Orders is True, the system automatically places sales orders on hold if the customer has exceeded their credit limit. However, if a user has the necessary permissions, they can override the credit limit on a specific sales order to allow processing.
Why the other options are incorrect?
A. Use the Standard Sales Order - Cash Sale form.
The "Cash Sale" form processes orders as immediate payments, but this does not bypass the credit check hold if the setting includes orders in the credit exposure.
B. Use the Standard Sales Order - Invoice form.
The invoice form does not change the credit check behavior, and the order will still be placed on hold if the customer exceeds their limit.
C. Select a higher Order Priority for the Customer.
Order priority may influence order processing but does not override a credit hold when enforcement is active.
It is D
Option A, Use the Standard Sales Order - Cash Sale form, is not correct. This form is used for immediate payment transactions where the customer pays at the time of sale, such as with cash or a credit card. It doesn't address the issue of a customer having reached their credit limit and wouldn't allow you to bypass the credit limit enforcement.
The appropriate way to proceed when a customer has reached their credit limit, given your settings, is to use option D: Select the Override Credit Limit on the Sales Order.
https://docs.oracle.com/en/cloud/saas/netsuite/nsoa-online-help/bridgehead_4490498729.html
When you select payment terms (invoice upon billing) on a sales order, NetSuite does assess the credit limit if one is listed for the customer.
When you select a payment method (cash sale upon billing) on a sales order, NetSuite does not assess the credit limit.
https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N1218600.html#The-Standard-Sales-Order-Form
A. Standard Sales Order - Cash Sale
When you select a payment method on a sales order, NetSuite does not assess the credit limit.
Override Credit Limit is not available on the Sales Order.
When the Customer Credit Limit Handling preference is set to Enforce Holds, NetSuite will not allow new sales transactions to be created for a customer that has reached their credit limit, even if the transaction will not exceed the limit. However, if the Override Credit Limit option is selected on the sales order, the transaction can be created even if the customer has reached their credit limit.
Using the Standard Sales Order - Cash Sale form or the Standard Sales Order - Invoice form will not bypass the credit limit hold. Selecting a higher Order Priority for the customer will not bypass the credit limit hold either.
https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N1218600.html
When you select a payment method on a sales order, NetSuite does not assess the credit limit.
When Standard Sales Order is used, verify if a Term is selected. If no terms, it is a Cash Sale which is not triggered by the preferences. This goes the same way when Standard Sales Order - Cash Sale form is used.
The correct answer is A. https://suiteanswers.custhelp.com/app/answers/detail/a_id/32492/loc/en_US
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