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Hi all, when entering a sales order in Acumatica, there is a strong credit hold procedure. However this doesn’t appear to be present in the Service Management module. Sadly for us, a client requiring service is the only leverage we have for getting paid for overdue accounts, and this seems to be a big missing function of the field service management module. Or have I missed something?
I see a Hold Document on Failed Credit Check option on the Order Types (SO201000) screen which affects the Sales Orders (SO301000) screen, but I don't see a similar option on the Service Order Types (FS202300) screen that would affect the Service Orders (FS300100) screen.
Seems like you have a good use case. Sounds like a good idea for https://feedback.acumatica.com/
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