Hello!
So our accounting department is looking to lock down customer entry from our customer service team, their reasoning is that they don’t want them to have the control to both create customers and create sales order without the customer having properly been given their credit review, and credit added to the system.
I personally don’t agree with this, because it will cause pretty big slowdowns for customer service, as we have shared services with accounting and they are located in a completely different place.
Do you guys have customer service create customers and orders? And, do you know of a different solutions I can offer to prevent an order from being seen by MRP until they have credit? Would that be a BPM of some sort?