We are interested in adding a reason code or reason text to the part of the Order Entry that warns the customer is on credit hold (we want to know why they are on hold). I suspect this would be done by customization but I am hoping there in Epicor that does this.
Hi Michele - I’ve had several clients do this via customization. Simplest is adding a free-form UD text field to the screen(s) where it is entered or need to be seen. Most had a dropdown list of reasons for consistency.