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Reset Credit Validation processes for partially shipped orders (Back Order processing)

Many clients have customers who do not have credit lines and only want to ship product if a credit card has been pre-authorized.  These orders will initially be placed on Credit Hold systematically, but an approved pre-authorization will act to remove the credit hold from the order.  

 

This creates a problem in situations when the client partially ships the order and back-orders are allowed.  The reason it's a problem is because the original pre-authorization is effectively cancelled after a payment is captured during invoicing of the partial shipment.  Unfortunately, once a credit hold is lifted from the sales order, it cannot be reactivated unless the value of the order is increased.  From a practical perspective, this places the client at risk.  If the back order is replanned, there's no safety net to ensure that they get a secondary pre-authorization for the remaining order to guarantee payment.  

 

This is requiring client's manage back-orders in a way that is unsustainable without heavily leveraging GIs and event notifications.  

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  • Sep 12 2019
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