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Main Menu > Debtors > Sales Order Credit Hold Release |
The Sales Order Credit Hold Release program is used to view sales orders that have been placed in credit hold to be released at users discretion.
Sales Order Credit Hold Release Screen
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Orders Held in Credit pay point – Displays the sales orders that have been placed on credit hold. |
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Reason Held - Displays the reason for why the sales order was placed in credit hold. View Order – Navigates users to the selected sales order. |
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Customer Credit Information – Displays the selected customers credit information. Global Customer Enquiry (F3) - Navigates users to the Global Customer Enquiry for the selected customer. |
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Refresh – Will refresh the screen and new sales orders that have been placed on credit hold will be displayed. |
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Release Order – Releases the sales order from credit hold allowing goods to be picked, packed and despatched. Note: Multiple sales orders can be released by highlighting the relevant sales order simultaneously. |
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Send Credit Hold Notification – Allows users to send a message via email to the Rep notifying them of the credit hold and any actions required or via Outlook to the Customer/Orderer with a Sales Order Confirmation attached explaining that the order is on hold. |
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Close - Closes the screen. |
