We also have the ‘Credit / Aging Limit Actions’ set accordingly in: Company Configuration > Modules > Sales > Order
But, for some reason, I am allowed to open up Customer Shipment Entry and create a shipment for the customer that is on Credit Hold…Epicor realizes that customer is on a Credit Hold, as it shows the big red box in the Summary screen:
Epicor will prevent you from checking the Shipped checkbox. It isnt Shipped until you try to Ship it, just having it in Customer Shipment Entry, doesn’t mean its shipped.
@hkeric.wci - I wish I could say that it is that simple, but unfortunately it is not. I was able to add lines to the shipment, print labels, and ship it off without any kind of warning/error/message popping up saying that the customer is on Credit Hold.
The shipment processed fully, requiring me to unship it, re-open it, delete it, etc. It followed the process exactly as it should…for a customer that isn’t on Credit Hold.
Are you sure there wasn’t a Credit Override at the Order level for that particular shipment?
Your screenshots match up with behavior I’ve seen in the past for that scenario… You can create / process the shipment but you still get the red Credit Hold banner.
It’s not always obvious when a manual Credit Override is in play… query the OrderHed table to be sure.
Recommend building a dashboard showing all orders that are on credit hold.
Make the Credit Override field updatable.
Makes it real easy and timely for finance to remove an order from credit hold.
PS - If you link open AR Invoices to the customer on the order, you can determine if you want to release a customer’s order from hold.
I’ll run that past the powers over here and see what their thoughts are. It sounds like a great idea, but it is my experience that great ideas are often discarded around here.