Using the Order Credit Hold Change Utility
-
Open the Order
Credit Hold Change utility.
-
In the Multi-Site Group ID field,
select Default or Demo.
-
In the Credit Hold field, select
Hold or Release.
-
Select the starting and ending customer numbers.
-
Select the starting and ending order numbers.
-
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.
-
Optionally, select Include Subordinate
Customers.
-
Click Process.