Credit Hold

Select this check box to place the current customer on credit hold. When a customer is placed on credit hold, no shipments can be made to that customer. Placing a customer on credit hold does not place individual orders on credit hold, but if the customer is on credit hold, the system will not allow shipments to that customer. To place individual orders on credit hold, go to the Customer Orders form. If you place a customer on credit hold, the following values are assigned to these fields:

Credit Hold = True
Credit Hold Reason = the customer's Credit Hold Reason
Credit Hold Date = today's date
Credit Hold User = user placing this customer on credit hold

When a customer is on credit hold, a problem indicator is displayed on forms where that customer's records are displayed.

Caution: The system does not permit you to ship customer orders that have been placed on credit hold. See About Credit Hold for more information.

Clear this check box to remove a customer from credit hold. When you save the record, the system assigns the following values for each field:

Credit Hold = False
Credit Hold Reason = Blank
Credit Hold Date = Blank
Credit Hold User = Blank

When a customer is not on credit hold, a check mark is displayed on forms where that customer's records are displayed.

Note: To change this field's value, you must be authorized.