CommercePro Collect then Ship
The payment validation for shipments is a configuration feature that prevents shipment of goods if a customer has an unpaid balance.
If a shipment is attempted on an unpaid order, the system will display an alert message.
To Enable this Feature
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Go to the Receivables workspace.
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Click Customer Classes, under the Preferences menu.
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Select a Customer Class.
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Go to the Shipment Control Settings.
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Select the Prevent Shipment Creation if there is an Unpaid Balance on SO checkbox.
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Select the Shipment Confirmation if there is an Unpaid Balance on SO checkbox.
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Click Save.
The Shipment Control Settings can be enabled for specific customer classes.
How to Apply
- Review a customer’s order with an unpaid balance.
- Create a new sales order for that customer.
- Process the order payment.
The system will display an error message preventing the sales order due to the unpaid balance.
Or, Apply the Rule as Follows:
- Create a sales order.
- Skip the payment process.
- Create a shipment.
Note – The system will display an error message stating an existing unpaid balance.