It would be nice to be able to prevent a shipment from being created unless a deposit has been taken on the Sales Order. It would also be nice to control how much of a deposit is required.
Here is an idea for how such a feature could be built.
On the TOTALS tab on the Sales Orders (SO301000) screen, there is a Payment Total field which displays a total of the deposits that have been taken on the order:
We could compare the Payment Total field against the Order Total field. If the Payment Total value is not a sufficient percentage of the Order Total value, then the ACTIONS -> Create Shipment option would be disabled:
The disabling of the ACTIONS -> Create Shipment option would only happen on sales orders with “Deposit Required” credit terms:
On the Credit Terms (CS206500) screen, to determine which credit terms require deposit, we could add a Require a Sales Order Deposit checkbox field. To determine what percentage of the Order Total is required as a deposit, we could add a % of Order Total Required data entry field: