How to place/release document credit holds

1. Open the Order Review program. You can access this program by selecting Sales Orders -> Orders -> Order Review.

2. In the Warehouse field, enter a valid warehouse codes for which documents are displayed. Only valid warehouse codes are accepted. The defaults to the warehouse assigned to the terminal. Press $image\find_shg.gif$ or F2 to search. Press $image\all_shg.gif$ or F3 to default to ALL.

3. In the Hold Status field, enter 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 Type field, enter the types of orders to display. You can select from open orders, backorders, invoices and/or counter sales. Press $image\all_shg.gif$ or F3 for All.

5. In the Status field, select the order status to display. You can select from: E-Entered, W-Pick Printed, C-Confirmed, I-Invoice Printed, R-Register Ready, or A-All.

6. In the Origin field, select the origin of orders to display. You can select from N-non-remote, W-web, R-remote or A-all documents.

7. In the Priority field, select the orders priority to display. You can select from: N-normal, R-rush or B-both.

8. In the Saleperson field, select the outside salesperson/territory to display. Press F2 or $image\find_shg.gif$ to search. Press F3 or $image\all_shg.gif$ for all.

9. In the Req. cutoff field, enter the request date to display through. Press F3 or $image\none_shg.gif$ for No Cutoff.

10. In the browser in the lower portion of the screen the system displays sales order documents based the header fields selected. Once you select the sales order document(s) in the browser, you can select from the following 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 redisplays the sales order documents in the browser.

Display Document—Accesses 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 boz which is used to modify the selection criteria in the upper portion of the screen.

Select the $image\notecuston_shg.gif$ icon to access Note Entry (SME710) for the customer specified in the program.

Select the $image\noteheaderon_shg.gif$ icon to access Note Entry (SME710) for the sales order header record specified in the program.

At the List From field in the lower left corner of the screen, you can enter the beginning document number to list in the browser or select $image\ex_allft_shg.gif$ to display the first document selected or $image\excl_right_shg.gif$ to display the next available document.

11. Press Done to exit the program.