B2B Wholesale Distribution: Lead-to-Cash Automation Architecture

codeunit 50190 "Wholesale Credit Manager"
{
    Access = Public;
    Subtype = Normal;

    [EventSubscriber(ObjectType::Table, Database::"Sales Header", 'OnBeforeReleaseSalesDoc', '', false, false)]
    local procedure CheckCustomerCreditLimit(var SalesHeader: Record "Sales Header"; var IsHandled: Boolean)
    var
        Customer: Record Customer;
        OutstandingBalance: Decimal;
        OpenOrderCommitments: Decimal;
        TotalExposure: Decimal;
    begin
        if SalesHeader."Document Type" <> SalesHeader."Document Type"::Order then
            exit;

        if not Customer.Get(SalesHeader."Sell-to Customer No.") then
            exit;

        if Customer."Credit Limit (LCY)" = 0 then
            exit; // Unlimited credit or not configured

        // Calculate Current Credit Exposure
        Customer.CalcFields("Balance (LCY)");
        OutstandingBalance := Customer."Balance (LCY)";
        OpenOrderCommitments := CalculateOpenOrderCommitments(Customer."No.");

        TotalExposure := OutstandingBalance + OpenOrderCommitments + SalesHeader."Amount Including VAT";

        if TotalExposure > Customer."Credit Limit (LCY)" then begin
            SalesHeader.Status := SalesHeader.Status::"On Hold";
            SalesHeader."On Hold" := 'CREDIT_LIMIT';
            SalesHeader.Modify(true);

            Message('Credit Warning: Customer %1 exceeds Credit Limit of %2. Order %3 placed on Hold.',
                Customer."Name",
                Customer."Credit Limit (LCY)",
                SalesHeader."No.");

            IsHandled := true;
        end;
    end;

    local procedure CalculateOpenOrderCommitments(CustNo: Code[20]): Decimal
    var
        SalesLine: Record "Sales Line";
    begin
        SalesLine.SetRange("Sell-to Customer No.", CustNo);
        SalesLine.SetRange("Document Type", SalesLine."Document Type"::Order);
        SalesLine.CalcSums("Outstanding Amount (LCY)");
        exit(SalesLine."Outstanding Amount (LCY)");
    end;
}