Activating Credit Hold for EDI Customer Orders

You can prevent EDI customer orders from posting to the system when the credit limit is exceeded by using the following process. However, you can set up the system to automatically post the customer order to the system and place the order on credit hold if the customer's credit limit is exceeded by activating the credit hold process.

To prevent EDI customer orders from posting to the system when the credit limit is exceeded:

  1. Open the EDI Customer Profiles form.
  2. Do one of the following:
    • To prevent EDI customer orders from posting when the credit limit is exceeded, select the Validate Credit Limit check box.
    • To allow EDI customer orders to post regardless of the credit limit, clear the Validate Credit Limit check box.
  3. Save.
Related topics
Using Credit Hold
About Credit Hold