Placing/releasing document credit holds

  1. Click Sales Orders >Order Review.
  2. Specify the warehouse.  
  3. In the Hold Status drop-down list, specify whether to display documents that are H-on hold, N-not on hold or A-all documents. The program defaults to H.
  4. In the Status drop-down list, specify the order status to display: E-Entered, W-Pick Printed, C-Confirmed, I-Invoice Printed, R-Register Ready, or A-All.
  5. In the Priority drop-down list, select the orders priority to display: N-normal, R-rush or B-both.
  6. In the Type field, specify the types of orders to display. You can select from open orders, back-orders, invoices, credit memos and/or counter sales. 
  7. In the Shipping Warehouse field, specify the shipping warehouse for displaying document lines.
  8. In the Origin drop-down list, specify the origin of orders to display: N-non-remote, W-web, R-remote or A-all documents.
  9. In the Req. cutoff field, specify the request date to display through.  
  10. In the Salesperson drop-down list, specify the salesperson type: salesperson; second salesperson or inside salesperson to display.  Once you specify the salesperson/territory type, specify the salesperson.
  11. You have these options.

Svc Hold -Places the highlighted documents on service hold. The selected document is placed on hold until the user releases it.

Credit Hold -Places the highlighted documents on credit hold. The selected document is placed on hold until the user releases it.

Release - Releases the highlighted document. The selected document is no longer on hold. The system re-displays the sales order documents in the browser.

Document- Displays SO Document Inquiry (SOI620) for the selected document.

Aging- Displays aging for the highlighted document ’s customer. Shown is the customer’s aging as of the current system date. Displayed information includes: credit limit, balance, and current aging for the number periods (set in Accounts Receivable Static Control Record).

Payment History-Displays payment history for the selected customer’s document. Shown is the customer’s payment history. Displayed information includes last payment date, days grace and history.

Header- Displays the Change Filters dialog box which is used to modify the selection criteria in the upper portion of the screen.

Access Note Entry (SME710) for the customer or sales order header record specified in the program.

Tip: At the List From field, specify the beginning document number to list in the browser or display the first document selected or next available document.

  1. When you have managed document holds, click Done.

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