Warning when creating a Quotation about credit-control HOT 3 CLOSED

That depends on your business flow. Other companies may have a long-term quotation planning that covers to create quotation as part of their CRM, or that is very frequent to be in the barrier for being able to be confirmed or not. If you want that behavior, you can add it to the module via a PR, but must be opt-in at company level.

from credit-control.

The only time a commercial product inventory flow is interested in stop credit in my experience is when confirming a sales order, and if super organized maybe at delivery, I've seen that a few times.

The purpose of these modules is to control financial risk, not stop salespeople wasting time. A good salesperson is generally aware of their customers credit status and habits anyway.

Quotes -> They don't care. Maybe the account is on stop when they send and off when customer confirms and maybe vice versa, 30 days validity is typical. Moreover, a quote represents zero financial risk so why tie up finance teams.

Invoices -> They don't care. If they've accepted the order and shipped the goods already, there is really no point not charging the customer, or in other words, the invoice also represents zero financial risk, that ship has sailed. In fact, that functionality required extension to turn off as it is forced by default.

Maybe we can close this.

from credit-control.

Yes, closing as there's no PR adding the opt-in mechanism. One affordable thing is to show a ribbon line or similar saying that this will bypass the limit (similar to the outstanding credit/debit in invoices).

from credit-control.