Credit Hold Overrride on Order not working

Kinetic ERP
1

Hi folks!

Hope this thread finds you fine! We are trying to understand how credit overrriding works on Epicor Orders.

We arer having an issue where we remove the check of credit hold on an order to proceed with the shipment but at the next day we see that the credit hold flag is again marked on the order by what seems to be an internal process con Epicor.

We understand that if the credit hold is being overriden then the order must stay liberated. or do you guys handle this situation via BPM?

Thanks in advance for your help!

2

When you say you remove the credit hold, are you doing that in Customer Maintenance or Customer Credit Manager? You should be doing this in Customer Credit Manager on the Orders grid.

If you’re doing it on the Customer record, then yes, there are a few things that will end up just putting it back on credit hold.

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3

Hi Chad,

We do it currently on customer maintenance. The intention is that the orders we are liberating from credit hold should stay liberated while new orders could continue using the same logic if the ammount exceeds the customer credit.

As of now we remove credit hold today and tomorrow the orders are on hold again.

Using the CCM would solve this issue?

Thanks a lor for your help.

4

There is a checkbox setting in Company Config called something like “Retain Credit Override”… that may be what you need.

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5

Generally speaking yes. Using Customer Credit Manager will override the selected order(s) and they should stay released. This is a true credit override and should be respected.

Unchecking the Credit Hold box on the customer allows them to go back on hold when whatever triggers the hold to begin with happens again. For example, if Include Open Orders is checked, any time you add/modify an order, it’s going to place all their orders back on hold. Same with running the Reclaculate Customer Credit. You’re just going to end up back on hold again.

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6

The field is OrderHed.CreditOverride that you want to set to true

I have done this with an updatable BAQ showing open orders on Credit hold.
Works pretty good to get orders off credit hold to allow a shipment.

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7

Thank you all!

Using the credit manager to remove hold from order instead of customer maintenance to remove credit hold the OrderHed.CreditOverride is set to true and lets us proceed accordingly.

Thank you, best community!

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