Sales Credit Release Inquiry overview

You can click a heading to sort orders.

On this page you can perform these actions:

• Approve orders on hold
• Select an order to view the order's details
• Convert Quote Orders (QU) to regular stock orders

To approve orders for release or convert quote orders, select the order on this window and click Quick Approval or click Quick Approval and specify the order number on the Quick Approval window. The quote must be an unapproved quote entered by your Channel System customer, or a Quote Order (QU) entered through a batch function.

Depending on your company’s policy, a hold can be placed on all orders when they are entered in Sales Entry. The Approve option in Sales Entry can be set to show an order as approved, on hold, or not approved. If orders are not placed on hold automatically, there are system checks that can cause an order to be put on hold. These conditions can cause a hold:

• The customer is over their credit limit.
• Today’s date is past the customer open date.
• Today’s date is before the customer’s hold date.
• Period balances exist in periods greater than or equal to the customer’s hold period.
• The order is below minimum order.
• The order is over the maximum order amount.
• The order is a Manufacturer Rep order.

These limits for a customer are set on the Customer Setup-Credit and Customer Setup-Order windows.