Credit hold on sales order not working

[Kanyar Mahmoud]

Hello

We have a customer that uses the credit check functionality in Visma.net ERP. If the customer has an invoice that is overdue x amount of days, it should not be possible to process the order (make a shipment etc.). 

In the GUI this works fine. You can create the order, but as soon as the order is not on hold and you click on save the credit hold box is activated, and you cannot further process the order. 

However when we create an order with this customer through the salesorder API, the checkbox for credit hold does not activate. You are also able to further process the order which should not be possible.

Is this a known bug? And do you know when it can be fixed? Our customer has a lot of customers and orders, and checking every order that comes in through the API takes a lot of time. 

[Oskar Jansson]

Hi Kanyar, I have additional information and a timeframe regarding this topic.

This functionality is planned to be available in the SalesOrder API by the end of this week.

It will work in the following way: if you select "Hold document on failed credit check" in the order type and create an order where the credit verification is triggered (for example, if the credit limit is exceeded), the order will be created, but the status will be set to "Credit hold." As a result, actions like shipment cannot be made for the order.

Information about this will be published in the Release Notes of Sales Order Service API in the near future.

[Marten Voort]

Hi Kanyar, which endpoint do you use for salesorders? Thx in advance for your information!

[Kanyar Mahmoud]

Hi

We tested both of these endpoints:

https://salesorder.visma.net/api/v3/SalesOrders

https://integration.visma.net/API/controller/api/v2/salesorder

[Marten Voort]

Thanks for the information, I have tested these and confirmed this behavior. Unfortunately credit control has not been implemented through API. This functionality uses logic in the web interface that is not yet available for API.

I understand this wish is taken into consideration for future releases, but there is no timeframe or confirmation for it yet. Hopefully you can find alternative methods for this.