Release Credit Holds

Net•Yield provides the capability to place a "credit hold" on sales orders when entering and shipping orders depending on the customer's credit limit and outstanding balance. The system can be operated in a "warning" mode, which simply advises the user taking an order that the customer is past due, over their established credit, or both. The system can also be operated in a "prevent" mode, which will advise the user that the customer is over their credit limit, past due, or both, and prevents the order from being printed or available in shipping papers until the order is released from credit hold. The Check Customer Credit, Limit, Delinquency, or Both, and Prevent or Warning functions can be set in Receivable Options.

Customers may be placed on permanent credit hold in Customer Credit.

Refer to Customer Credit for more information on how to set up credit limits and implement and manage your credit policies and procedures.

Security Required : Sales - Release Credit Hold