Troubleshooting Sales Operations
Pricing rule issues, credit limit blocks, and invoice tax discrepancies.
Common Sales Issues
1. Credit Limit Exceeded Warning
- Cause: Customer outstanding balance plus current order value exceeds the assigned limit.
- Solution: Request payment on overdue invoices or have an authorized manager increase the credit limit.
2. Incorrect Tax Calculation
- Solution: Verify that the selected Sales Taxes and Charges Template is set to calculate on Net Total or Previous Row Total according to local tax law.