Using the Customer Order Credit Hold Change Utility

The Order Credit Hold Change utility allows you to activate the Credit Hold field for a range of customers and subordinate customers on the basis of a range of dates and/or aging.

To change the credit hold status using the Order Credit Hold Change utility:

  1. In the Credit Hold field, select Hold or Release.
  2. Enter the starting and ending customer numbers.
  3. Enter the starting and ending order numbers.
    Note:  If you leave blank the Days Over Invoice Date/Due Date and Aged Posted Balance Limit fields on the Customers form, the Order Credit Hold Change utility selects the Credit Hold field for all customer orders within the specified range of customers and orders.
  4. If you selected Hold in the Credit Hold field, skip to the next step. If you selected Release in the Credit Hold field, enter data in these fields:
    • In the Aging Basis field, select Invoice Date or Due Date.
    • Select a Reason code.
    • Enter the Aging Date.
  5. Click Process.
Related topics
Using Credit Hold
About Credit Hold