Credit Hold - Auto ON / Manual Off? [V8.03.403D]

Yahoo Archive
1
Calvin,

I just placed a call with Epicor and I am awaiting a response on this. We
see the exact same functionality. But if the system can place a Customer and
subsequently Orders on Credit Hold when the limit is exceeded it should be
able to then take them off Credit Hold when the Customer falls below the
credit limit.

I placed this last week via the Web and just waiting to hear from them.

Scott Litzau, MCP
Olympus Flag & Banner
Information Systems Manager
scott.litzau@...
P: 414-365-9732
F: 414-355-1931


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Calvin Krusen
Sent: Monday, May 12, 2008 4:10 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Credit Hold - Auto ON / Manual Off? [V8.03.403D]

It looks like the Credit Hold flag for a customer can be
automatically set(if the Include Open Orders option is checked) when
orders are created, if the sum of the AR + the ordver value exceeds
the credit limit.

But it doesn't look like the Credit Hold flag is cleared when the
orders + AR drops below the credit limit, requiring a manual
clearing of the credit flag.

We've run into problems (while testing the use of credit limits)
when an orders value momentarily exceeds the credit limit. An
example would be if the qty or unit price were miskeyed. This
instantly puts the customer on credit hold. After correcting the
order (bring the AR + open order values below the credit limit), the
customer is still on Credit Hold.

Is it supposed to be that way?

Thanks

Calvin Krusen


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2
It looks like the Credit Hold flag for a customer can be
automatically set(if the Include Open Orders option is checked) when
orders are created, if the sum of the AR + the ordver value exceeds
the credit limit.

But it doesn't look like the Credit Hold flag is cleared when the
orders + AR drops below the credit limit, requiring a manual
clearing of the credit flag.

We've run into problems (while testing the use of credit limits)
when an orders value momentarily exceeds the credit limit. An
example would be if the qty or unit price were miskeyed. This
instantly puts the customer on credit hold. After correcting the
order (bring the AR + open order values below the credit limit), the
customer is still on Credit Hold.

Is it supposed to be that way?

Thanks

Calvin Krusen
3
We have the same issue with Credit Hold. It is working as Epicor
designed it, but I agree with you. We also have an issue that all other
open orders for that customer are placed on Credit Hold. We also think
that once credit is overridden with the Customer Credit Manger on a
particular sales order, the system should never automaticly put it back
on credit hold

Dan
--- In vantage@yahoogroups.com, "Calvin Krusen" <ckrusen@...> wrote:
>
> It looks like the Credit Hold flag for a customer can be
> automatically set(if the Include Open Orders option is checked) when
> orders are created, if the sum of the AR + the ordver value exceeds
> the credit limit.
>
> But it doesn't look like the Credit Hold flag is cleared when the
> orders + AR drops below the credit limit, requiring a manual
> clearing of the credit flag.
>
> We've run into problems (while testing the use of credit limits)
> when an orders value momentarily exceeds the credit limit. An
> example would be if the qty or unit price were miskeyed. This
> instantly puts the customer on credit hold. After correcting the
> order (bring the AR + open order values below the credit limit), the
> customer is still on Credit Hold.
>
> Is it supposed to be that way?
>
> Thanks
>
> Calvin Krusen
>