Sales order not synced due to credit control restriction
A sales order created from the mobile application may fail to sync to the accounting system when the customer account exceeds the configured credit control limit. This article explains the cause and resolution.
Symptoms
- A sales order created from the application does not appear in the accounting system.
- The sales order synchronization does not complete successfully.
The customer account has exceeded the overdue limit configured in the accounting system. The credit control setting prevents the sales order from being processed and synced.
Resolve the issue- Review the customer credit control status
- Check whether the customer account has exceeded the configured overdue limit.
- Confirm the credit control restriction is preventing the sales order from syncing.
- Update the credit control setting
- Request the finance team or authorized user to review and update the customer’s credit control settings.
- Adjust the overdue limit or credit control configuration according to the company’s policy.
- Retry the synchronization
- Perform the synchronization again after the credit control setting has been updated.
- Confirm that the sales order is successfully transferred to the accounting system.
- Verify that the sales order created from the application is now available in the accounting system.
- Confirm that new sales orders can sync successfully after the credit control update.
Credit control restrictions are managed based on the customer account settings in the accounting system. Users with appropriate permissions should review these settings when synchronization is blocked due to overdue limits.