Using the Order Credit Hold Change Utility

  1. Open the Order Credit Hold Change utility.
  2. In the Multi-Site Group ID field, select Default or Demo.
  3. In the Credit Hold field, select Hold or Release.
  4. Select the starting and ending customer numbers.
  5. Select the starting and ending order numbers.
  6. If you selected Hold in the Credit Hold field, skip to the next step. If you selected Release in the Credit Hold field, specify data in these fields:
    • In the Aging Basis field, select whether you want to use the Invoice Date or Due Date to calculate the amount of time an invoice has aged.
    • Select a Reason code to use for any orders placed on credit hold.
    • Specify the Aging Date.
  7. Optionally, select Include Subordinate Customers.
  8. Click Process.
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