Hi Steve,

In the OE company profile on the Processing Options tab, directly under the 'Auto Invoicing method' field, is a checkbox option to 'Skip credit check when auto invoicing'. Thus selecting this option will tweak the restriction of not invoicing the order because it would put the customer over their limit.

This is the only such option to allow auto-invoicing when it would otherwise be prevented.

Other possible reasons that an order is not auto-invoiced (this may not be the complete list):
- Stock Items are not available to ship, based on whether complete orders/lines are required.
- The payment terms requires a full or partial payment but one has not been saved on the order
- The order is set as Locked
- The order is a Standing or Future order

The auto-invoice log will keep the reason for why an invoice was not generated for an order, or if the order was fully or partially shipped.

Also, if an item on the order is a BOM that needs to be auto-assembled, it will always be auto-invoiced, because it is Day End that performs the assembly process. Same for non-stock items, 'price list items' when Inventory is not used, or orders with only Misc Charges and no items.

I could see the list of potential ways that a client would want to allow/disallow auto invoicing as exceptions to the rule could be quite numerous and different from company to company. One site wants to prevent if over 90, and another would want over 60 That would be quite a lot of YACPOs. Perhaps a future release can have more options, or make those options available to change at run-time.