Overview
This Page is used to manage Sales Order credit holds. Note that when a Customer exceeds its credit limit, orders are placed on hold based on the criteria established. Releasing a Customer from credit hold does not release orders, which needs to be done using this functionality.
Application
Sales Orders on hold can be released from the hold. Sales Order can be placed on credit hold.
Navigation
Credit Release
Processing – Releasing Sales Order from Credit Hold and Manual Hold
Step 1 – Open page
Fields
Credit Hold: When Checked, Sales Orders on Credit Hold are displayed.
Manual Hold: Orders can be placed on Manual Hold, which is not a credit hold; it is hold for another reason. These orders may also be selected for Release.
Step 2 - ‘Refresh Data Display’ Button
Step 3 – Select Sales Orders to be Released from Credit Hold
Fields
Selected Column: Check the indicator box on the row for which the Sales Order is to be Released form credit hold.
CH Indicator: Uncheck to remove the Sales Order from Credit Hold
MH Indicator: Uncheck to remove the Sales Order from Manual Hold.
Step 4 - Select the ‘Release Selected (Order(s)’ Button
The display will refresh with the Sales Order CH column displaying Unchecked (not on Credit Hold)SEE ALSO
