Application assigned hold codes
| Hold code | Defaults from | Applied to |
|---|---|---|
| Credit limit | Customer | Order at release |
| Order limit | Customer | Order at release |
| Single order limit | Customer | Order at release |
| CIA (Cash in advance) | Billing process level, if blank defaults from Customer | Order before release |
| COD (Cash on delivery) | Billing process level, if blank defaults from Customer | Invoice |
| Profit margin | Billing sales class account | Order line before release |
| POD (Proof of delivery) | Customer | Shipment |
| Authorization failed | Customer | Order at release |
| Settlement failed | Customer | Invoice at release |
Credit hold code
Note: You can also manually assign a credit hold on the customer
record. This action prevents any further processing of customer orders.
You can also remove the hold code on the customer record.
Another application assigned hold code is the credit hold. A credit limit represents a customer balance plus any open orders. You can define credit limits at the national account level, customer group level, or customer level. If, at order release, the order exceeds any of the limits set up, then that individual order is placed on credit hold. Other open orders that are already released are not placed on hold. Details on removing the hold code are found elsewhere in this user guide. See Removing hold codes from customer orders.