We just went live with Epicor and now everytime an order is entered for a customer it will put the customer on credit hold. The order may not necessarily be a higher dollar amount than their Credit Limit but it will still put them on hold. I have read many posts where people run the Mass Credit Recalculate option. Is there any other way around this? We have one day orders that can’t be put on credit hold and the last time we ran the Mass Credit UPdate for our customers it took 24 hours to run. We have 24,000 plus customers in our system. Does epicor automatically recalculate this or is there a setting that it can be turned on at?
I’d be checking your company config in the Sales/Order tab and the Finance/Accounts Receivable/General tab. Look at the Credit/Aging Limit Actions.
The other area to look at on the Customer/Billing/Credit and check the credit limits, if you have the include open orders on credit and if that customer interacts with a national account, maybe sharing credit perhaps?
More than likely you have checked all of that. Looking at the documentation, and I have never used aging codes, is it possible you have a situation where open balances are causing an aging hold issue and not a credit hold?
What’s the situation if you create a new customer from scratch (no DMT) and put an order through with that customer.
Finally, it’s not some rogue BPM that’s causing this?
Apologies for the scattergun approach, but I’m just thinking what’s going to happen if this happens to us when we go live…Gulp!
Hi Shannon,
Sorry to resurrect this post, but we’re running into a very similar issue right now.
After our conversion, we started utilizing national accounts. It looks like the credit calculation needs to be fired off as the amounts are wrong and it causes the orders to put the customer on HOLD.
We want to BATCH recalculate these, but its not clear if that’s even possible.
Were you able to get past this?
We had the same problem, Epicor provided a datafix which could be run for all customers. Not ideal, but still better than fixing one at a time.