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Categories Exchequer
Created by Guest
Created on Oct 16, 2024

Import Committed and Credit Available fields from Exchequer

In Exchequer you have four fields relating to a ledgers credit limit, the limit itself, the balance which denotes the invoiced orders that they have yet to pay, the committed which is the value of orders that have been placed but not yet invoiced, and the credit available, which shows the remaining credit on that account, taking into account the invoiced and committed orders.

Currently, our integration only imports the credit limit and the balance, so any confirmed orders that have not been invoiced do not count towards the balance field we import from, which will control the Credit limit warning in the CRM.

To improve this we should import both the committed and credit available values, and only show the credit limit warning if the value of the order surpasses the credit available for that ledger.

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