epicor version: 9.05.701
Is it possible to put individual orders on hold in epicor? Can the system not accommodate individual orders being on credit hold and not the customer?
The issue is arriving from “pro-forma” customers, were the cash is posted, but the customer maybe on credit hold as they have other orders in the system that they haven’t paid for…but what if they pay for 1 order up front, can this 1 order be allowed to go through and ignore the rest and keep them on hold?
I believe you can do the opposite. When you remove the customer from hold, I believe it removes all orders from hold. However, if you leave the customer on hold, you can individually remove orders from hold
Andy Cicala
acicala@sixspartners.com
Office: (866) 579-7497 x 218 | Mobile: (973) 615-5033 | www.sixspartners.comhttp://www.sixspartners.com/
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Formerly:
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Hi,
Thanks for this…so in theory i could put every customer on hold but take orders off hold?
where would you take specific orders off hold in the system?
There’s a HOLD button on Sales Orders, which is different than the Credit Hold. I don’t think it does much for “processing” except flag it, but it’s better than not having one.
Ray Zorz
ACI IT Manager
3279 E. Harbour Drive
Phoenix, AZ 85034
602-447-3160 Direct Dial
602-272-7600 Main Office
602-515-7010 Cell
rzorz@azcorrections.gov
www.aci.az.gov
just seen it…on the HEADER tab.
In Financial Management > Accounts Receivable > General Operations, use the Customer Credit Manager to release individual orders from credit hold.
As said above you have Credit Hold and Order Hold - on the Customer and OrderHed Tables respectively.
There is functionality called ‘Credit Override’ which is for creating an exception, per order when a customer is on credit hold. Between these two methods I am sure you will find what you are looking for.
Regards, SD
i think that is what we want…where will i find “credit override”?
Bottom of the Header page.
Ray Zorz
ACI IT Manager
3279 E. Harbour Drive
Phoenix, AZ 85034
602-447-3160 Direct Dial
602-272-7600 Main Office
602-515-7010 Cell
rzorz@azcorrections.gov
www.aci.az.gov
Accounts Receivable > Customer Credit Manager
