AR - Credit Hold - Uncheck HOLD Flag when Customer In Credit

Epicor ERP 10
1

Can anybody advise how I can run Mass Credit Information Update with the following rules:

  • Check for customers now with available credit and remove from credit hold

IF:

  • They have available credit
  • They DO NOT have aged invoices

Kind Regards, Anthony

2

Do you have DMT? You could make a BAQ that finds customers with those two criteria and exports them to a CSV file, then use that CSV file as the input to DMT (after changing the CreditHold status).

3

Thanks for the reply Calvin, the issue I have is that I need this to be running throughout the day as payments get received.

4

There is a process called “Mass Credit Information Update” under AR->Operations. You can set it on a schedule.

Vinay Kamboj

5

Hello Vinay,

I did get that information, thank you. I was more wondering how I was able to set this to account for aged invoices do I just add all customers and all customer term codes?

Thanks, Anthony

6

We are on 10.1 so do not have aging hold, but I would assume it works the same way. There is some info on this on this site under Customer Credit Hold Remove Automatically.

Please search for this.

Also I do not think you need to run this process. The system should remove the credit hold immediately on receipt of payment.

Vinay Kamboj