Implemented B2B Portal - Allow users to use credit account when they checkout
When a customer is using a B2B portal and has an account (IE: Payment terms) attached to their customer record, display their remaining balance on their credit account as a payment option in the b2b checkout and allow them to use that payment method to check out on the B2B portal.
- If the customer is on credit hold then disallow that option.
- If the customer does not have a credit account (ie: payment before delivery), do not display an option at all.
- Some logic might be appropriate if the customer is over credit limit, but still within duration (ie: allow order/provide pay down balance/hold
- if the customer has a credit memo, this would also be displayed as an use option
This would stop customer that have credit accounts from not being able to place orders via the B2B platform, in order to use their account. Additionally, this would provide customers who want to reorder but are over balance/overdue to resolve their account by contacting AccountsReceivable.
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