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:
-
In the Credit Hold field, select
Hold or Release.
-
Enter the starting and ending customer numbers.
-
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.
-
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.
-
Click Process.