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  3. Using Credit Hold
  4. Using Credit Hold

Using Credit Hold

To use credit hold, see the appropriate procedure:

  • Manually Placing a Customer on Credit Hold
  • Manually Placing a Sales Order on Credit Hold
  • Manually Placing a Service Order on Credit Hold
  • Removing a Customer from Credit Hold
Related topics
  • About Credit Hold
  • Sales
    • Adding a Cost Markup
    • Obtaining the Item Price List
    • Viewing the History of Quick Order Payment Transactions
    • Accepting a Quick Order Payment
    • Sales Orders
    • CRM Module
    • Customers Module
      • Setting up New Customers
      • Customer Number Reassignment
      • Setting Up Billing Terms
      • Advanced Terms Algorithm
      • Performing a Mass Customer Update
      • Mass Update of Customer Related Data
      • Adding a Discount
      • Setting Up End User Types
      • Example: End User Type Unit Code 3
      • Deactivating a Customer Ship To
      • Maintaining Ship Via Codes
      • Moving Local Customers
      • How Existing Customer Sequence Numbers Affect the Move Local Customers Utility
      • Setting Customer Shipping Accounts
      • Setting Up Customer Product Code Pricing
      • Associating a SIC Code With a Customer
      • Maintaining Customer SRO Rates
      • Adding a Customer/SRO Type
      • Logging Interactions
      • Deleting Interactions
      • European Community (EC) Supplemental Information
      • Unit Pricing
      • Managing Customer Orders
      • Processing Commissions
      • SPA Pricing
      • Using Credit Hold
        • Using Credit Hold
        • About Credit Hold
        • Manually Placing a Sales Order on Credit Hold
        • Manually Placing a Service Order on Credit Hold
        • Manually Placing a Customer on Credit Hold
        • Removing a Customer from Credit Hold
        • Removing an Order from Credit Hold
        • Updating Credit Field Authorization
        • Using the Order Credit Hold Change Utility
      • Using Customer Cross-References
      • Package Tracking
    • Salespersons