Credit verification when creating a salesorder

[erik_anders]

Hi,

I have a problem when creating a salesorder via SalesOrder API.

I do not want a new salesorder to be opened if the customer for the order cannot go past the credit verfication. How can I go about doing this via Visma.net API?

I saw this post Credit hold on sales order not working. It seems to have the same problem.

If it is still not solved is there any workaround you would recommed? Can I possibily call a certain endpoint to get customer credit status?

[Oskar Jansson · Accepted solution]

Hi, thank you for your question. 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.

[erik_anders]

Hi Oskar, thank you for your answer. Great news that the solution comes soon.