Follow

ID270 - Sales Order Released from Credit Hold, Overview & Sample

Sales Order released from Credit Hold

Jump to Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts | Task App

Click to Subscribe

Overview

Overview

This process will notify when a Sales Order that was marked on Credit Hold, has now been released, no longer marked as on credit hold, and can now be processed/shipped.

Run Schedule: every 10 minutes

Type of Output: Email

 

*  *  *

Sample

Sample

Screen_Shot_2021-05-10_at_10.32.00_AM.png

 

*  *  *

Variables

Variables

 

N/A

*  *  *

Alert Functionality

Alert Functionality

When a Sales Order of any order type, that was marked on Credit Hold, (either automatically set to credit hold because it defaulted to the customer record setting OR someone manually set the Sales Order on Credit Hold), has now been released and no longer marked on credit hold.

Note:  Placing or releasing a hold on the customer record has no effect on any open transactions.

This alert only looks at the transaction being released from credit hold NOT the customer record being released from credit hold.

Screen_Shot_2021-05-10_at_11.22.49_AM.png

When a customer record is marked as not on credit hold, you also have to review the open transactions (orders or calls) and release them as well.

Screen_Shot_2021-05-10_at_11.25.24_AM.png

*  *  *

 

Best Practices & Tips

Best Practices & Tips

Note:  Placing or releasing a hold on the customer record has no effect on any open transactions.

Use eAgent to automatically set and release your customers from credit hold based on payment and terms, see more here on this set up

 

*  *  *

Related Alerts

Related Alerts

 

ID276 - supply order has been released from credit hold

 

*  *  * 

Task App

Task App

 

N/A

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk