Customer on Credit Hold for no reason

Hi,

We are on v9.05.601b and are also seeing the Credit Hold flag set for no apparent reason error.

Epicor support wants us to run the Conversion 9527 periodically but that will leave us to find the incorrectly set Credit Hold flags and set/unset them manually.

Has anyone developed a better solution?

After spending some time with 2 diff Epicor reps I believe that the issue is not on their "to-do" list because it hasn't been effectively recreated.

Thank you,
Dave Beberman
Sr. Business Analyst
Ferguson Perforating
Providence RI
dbeberman@...


--- In vantage@yahoogroups.com, "Gerry Loranger" <gloranger@...> wrote:
>
> The Mass Credit Information Update command recalculates the current credit status for each customer. The credit check process is run against all the customers in your database. All changes that you made within the Customer Credit Manager will be applied to records throughout the application.
>
>
>
> This command ignores all customers who are manually placed on Credit Hold.
>
>
>
> All the customer, sales order, shipment, and AR invoice records are updated with the credit information you updated through the Customer Credit Manager
>
>
>
> Gerry
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Chris Thompson
> Sent: Thursday, September 16, 2010 10:02 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Customer on Credit Hold for no reason
>
>
>
>
>
> Hi
>
> What exactly does the Mass Credit Information Update do?
>
> Thanks.
>
> ________________________________
> From: Gerry Loranger <gloranger@... <mailto:gloranger%40preformed.on.ca> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Thu, 16 September, 2010 12:57:29
> Subject: RE: [Vantage] Customer on Credit Hold for no reason
>
>
> Perhaps the problem might be resolved if you open the Customer Credit Manager
> and click Actions > Mass Credit Information Update.
>
> Or you might try running conversion 9,527 â€" Set Credit Limit Totals.
>
> Gerry
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of
> Steven Gotschall
> Sent: Thursday, September 16, 2010 5:41 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer on Credit Hold for no reason
>
> Its in a parent child relationship and the parent went on credit hold?
>
> An order was entered that put them over the credit limit and then the order was
> deleted?
>
> ________________________________
> From: Chris Thompson <chriselectrix@... <mailto:chriselectrix%40ymail.com> <mailto:chriselectrix%40ymail.com>
> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Sent: Thu, September 16, 2010 4:42:07 AM
> Subject: [Vantage] Customer on Credit Hold for no reason
>
> We regularly have an issue where our customers are put on credit hold for no
> reason. They still have plenty of credit remaining, but for some reason they are
>
> put on credit hold.
>
> Epicor allows us to process the order and doesnt put the customer on credit
> hold.
>
> When we come to pack/ship the order, the customer will get put on Credit Hold
> for no reason.
>
> Are any of you having a similar issue or do any of you know why this might be
> happening?
>
> We are on 9.04.505c (this issue used to happen on 503b too).
>
> Now on a monthly basis we have to go through each customer and take them off
> credit hold - which defeats the object of having the credit hold feature in the
> first place.
>
> We have found no links to determine a pattern when it happens - it is totally
> random.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
We regularly have an issue where our customers are put on credit hold for no
reason. They still have plenty of credit remaining, but for some reason they are
put on credit hold.

Epicor allows us to process the order and doesnt put the customer on credit
hold.

When we come to pack/ship the order, the customer will get put on Credit Hold
for no reason.

Are any of you having a similar issue or do any of you know why this might be
happening?

We are on 9.04.505c (this issue used to happen on 503b too).

Now on a monthly basis we have to go through each customer and take them off
credit hold - which defeats the object of having the credit hold feature in the
first place.

We have found no links to determine a pattern when it happens - it is totally
random.




[Non-text portions of this message have been removed]
Its in a parent child relationship and the parent went on credit hold?

An order was entered that put them over the credit limit and then the order was
deleted?




________________________________
From: Chris Thompson <chriselectrix@...>
To: vantage@yahoogroups.com
Sent: Thu, September 16, 2010 4:42:07 AM
Subject: [Vantage] Customer on Credit Hold for no reason

Â
We regularly have an issue where our customers are put on credit hold for no
reason. They still have plenty of credit remaining, but for some reason they are

put on credit hold.

Epicor allows us to process the order and doesnt put the customer on credit
hold.

When we come to pack/ship the order, the customer will get put on Credit Hold
for no reason.

Are any of you having a similar issue or do any of you know why this might be
happening?

We are on 9.04.505c (this issue used to happen on 503b too).

Now on a monthly basis we have to go through each customer and take them off
credit hold - which defeats the object of having the credit hold feature in the
first place.

We have found no links to determine a pattern when it happens - it is totally
random.

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
Perhaps the problem might be resolved if you open the Customer Credit Manager and click Actions > Mass Credit Information Update.



Or you might try running conversion 9,527 – Set Credit Limit Totals.



Gerry





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Thursday, September 16, 2010 5:41 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer on Credit Hold for no reason





Its in a parent child relationship and the parent went on credit hold?

An order was entered that put them over the credit limit and then the order was
deleted?

________________________________
From: Chris Thompson <chriselectrix@... <mailto:chriselectrix%40ymail.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Thu, September 16, 2010 4:42:07 AM
Subject: [Vantage] Customer on Credit Hold for no reason


We regularly have an issue where our customers are put on credit hold for no
reason. They still have plenty of credit remaining, but for some reason they are

put on credit hold.

Epicor allows us to process the order and doesnt put the customer on credit
hold.

When we come to pack/ship the order, the customer will get put on Credit Hold
for no reason.

Are any of you having a similar issue or do any of you know why this might be
happening?

We are on 9.04.505c (this issue used to happen on 503b too).

Now on a monthly basis we have to go through each customer and take them off
credit hold - which defeats the object of having the credit hold feature in the
first place.

We have found no links to determine a pattern when it happens - it is totally
random.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Hi

What exactly does the Mass Credit Information Update do?

Thanks.




________________________________
From: Gerry Loranger <gloranger@...>
To: vantage@yahoogroups.com
Sent: Thu, 16 September, 2010 12:57:29
Subject: RE: [Vantage] Customer on Credit Hold for no reason

Â
Perhaps the problem might be resolved if you open the Customer Credit Manager
and click Actions > Mass Credit Information Update.


Or you might try running conversion 9,527 – Set Credit Limit Totals.

Gerry

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Steven Gotschall
Sent: Thursday, September 16, 2010 5:41 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer on Credit Hold for no reason

Its in a parent child relationship and the parent went on credit hold?

An order was entered that put them over the credit limit and then the order was
deleted?

________________________________
From: Chris Thompson <chriselectrix@... <mailto:chriselectrix%40ymail.com>
>
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Thu, September 16, 2010 4:42:07 AM
Subject: [Vantage] Customer on Credit Hold for no reason

We regularly have an issue where our customers are put on credit hold for no
reason. They still have plenty of credit remaining, but for some reason they are


put on credit hold.

Epicor allows us to process the order and doesnt put the customer on credit
hold.

When we come to pack/ship the order, the customer will get put on Credit Hold
for no reason.

Are any of you having a similar issue or do any of you know why this might be
happening?

We are on 9.04.505c (this issue used to happen on 503b too).

Now on a monthly basis we have to go through each customer and take them off
credit hold - which defeats the object of having the credit hold feature in the
first place.

We have found no links to determine a pattern when it happens - it is totally
random.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
The Mass Credit Information Update command recalculates the current credit status for each customer. The credit check process is run against all the customers in your database. All changes that you made within the Customer Credit Manager will be applied to records throughout the application.



This command ignores all customers who are manually placed on Credit Hold.



All the customer, sales order, shipment, and AR invoice records are updated with the credit information you updated through the Customer Credit Manager



Gerry



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Chris Thompson
Sent: Thursday, September 16, 2010 10:02 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer on Credit Hold for no reason





Hi

What exactly does the Mass Credit Information Update do?

Thanks.

________________________________
From: Gerry Loranger <gloranger@... <mailto:gloranger%40preformed.on.ca> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Thu, 16 September, 2010 12:57:29
Subject: RE: [Vantage] Customer on Credit Hold for no reason


Perhaps the problem might be resolved if you open the Customer Credit Manager
and click Actions > Mass Credit Information Update.

Or you might try running conversion 9,527 – Set Credit Limit Totals.

Gerry

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of
Steven Gotschall
Sent: Thursday, September 16, 2010 5:41 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Customer on Credit Hold for no reason

Its in a parent child relationship and the parent went on credit hold?

An order was entered that put them over the credit limit and then the order was
deleted?

________________________________
From: Chris Thompson <chriselectrix@... <mailto:chriselectrix%40ymail.com> <mailto:chriselectrix%40ymail.com>
>
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Thu, September 16, 2010 4:42:07 AM
Subject: [Vantage] Customer on Credit Hold for no reason

We regularly have an issue where our customers are put on credit hold for no
reason. They still have plenty of credit remaining, but for some reason they are

put on credit hold.

Epicor allows us to process the order and doesnt put the customer on credit
hold.

When we come to pack/ship the order, the customer will get put on Credit Hold
for no reason.

Are any of you having a similar issue or do any of you know why this might be
happening?

We are on 9.04.505c (this issue used to happen on 503b too).

Now on a monthly basis we have to go through each customer and take them off
credit hold - which defeats the object of having the credit hold feature in the
first place.

We have found no links to determine a pattern when it happens - it is totally
random.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
We're not on 9 yet - we're still on 8.03.407c. However, we were seeing this last month. Epicor directed us to run Conversion Program #9527 - it rebuilds the totals (invoices, sales orders, etc.) that affect the customers' credit limits.

I don't know if this is applicable or not, I just thought that I would mention it.

L.



--- In vantage@yahoogroups.com, "Gerry Loranger" <gloranger@...> wrote:
>
> The Mass Credit Information Update command recalculates the current credit status for each customer. The credit check process is run against all the customers in your database. All changes that you made within the Customer Credit Manager will be applied to records throughout the application.
>
>
>
> This command ignores all customers who are manually placed on Credit Hold.
>
>
>
> All the customer, sales order, shipment, and AR invoice records are updated with the credit information you updated through the Customer Credit Manager
>
>
>
> Gerry
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Chris Thompson
> Sent: Thursday, September 16, 2010 10:02 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Customer on Credit Hold for no reason
>
>
>
>
>
> Hi
>
> What exactly does the Mass Credit Information Update do?
>
> Thanks.
>
> ________________________________
> From: Gerry Loranger <gloranger@... <mailto:gloranger%40preformed.on.ca> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Thu, 16 September, 2010 12:57:29
> Subject: RE: [Vantage] Customer on Credit Hold for no reason
>
>
> Perhaps the problem might be resolved if you open the Customer Credit Manager
> and click Actions > Mass Credit Information Update.
>
> Or you might try running conversion 9,527 â€" Set Credit Limit Totals.
>
> Gerry
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of
> Steven Gotschall
> Sent: Thursday, September 16, 2010 5:41 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer on Credit Hold for no reason
>
> Its in a parent child relationship and the parent went on credit hold?
>
> An order was entered that put them over the credit limit and then the order was
> deleted?
>
> ________________________________
> From: Chris Thompson <chriselectrix@... <mailto:chriselectrix%40ymail.com> <mailto:chriselectrix%40ymail.com>
> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Sent: Thu, September 16, 2010 4:42:07 AM
> Subject: [Vantage] Customer on Credit Hold for no reason
>
> We regularly have an issue where our customers are put on credit hold for no
> reason. They still have plenty of credit remaining, but for some reason they are
>
> put on credit hold.
>
> Epicor allows us to process the order and doesnt put the customer on credit
> hold.
>
> When we come to pack/ship the order, the customer will get put on Credit Hold
> for no reason.
>
> Are any of you having a similar issue or do any of you know why this might be
> happening?
>
> We are on 9.04.505c (this issue used to happen on 503b too).
>
> Now on a monthly basis we have to go through each customer and take them off
> credit hold - which defeats the object of having the credit hold feature in the
> first place.
>
> We have found no links to determine a pattern when it happens - it is totally
> random.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
This could be a variety of reasons. Could be something such as you having orders included in credits, and someone mistypes a price (puts in 3450 instead of 34.50). If an order pushes credit over, then they fix the order a minute later, the customer is on credit hold.



I’d recommend you log the credit hold flag, and follow up on a case by case basis.



Kevin



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of laraines422
Sent: Thursday, September 16, 2010 12:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer on Credit Hold for no reason





We're not on 9 yet - we're still on 8.03.407c. However, we were seeing this last month. Epicor directed us to run Conversion Program #9527 - it rebuilds the totals (invoices, sales orders, etc.) that affect the customers' credit limits.

I don't know if this is applicable or not, I just thought that I would mention it.

L.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Gerry Loranger" <gloranger@...> wrote:
>
> The Mass Credit Information Update command recalculates the current credit status for each customer. The credit check process is run against all the customers in your database. All changes that you made within the Customer Credit Manager will be applied to records throughout the application.
>
>
>
> This command ignores all customers who are manually placed on Credit Hold.
>
>
>
> All the customer, sales order, shipment, and AR invoice records are updated with the credit information you updated through the Customer Credit Manager
>
>
>
> Gerry
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Chris Thompson
> Sent: Thursday, September 16, 2010 10:02 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer on Credit Hold for no reason
>
>
>
>
>
> Hi
>
> What exactly does the Mass Credit Information Update do?
>
> Thanks.
>
> ________________________________
> From: Gerry Loranger <gloranger@... <mailto:gloranger%40preformed.on.ca> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Sent: Thu, 16 September, 2010 12:57:29
> Subject: RE: [Vantage] Customer on Credit Hold for no reason
>
>
> Perhaps the problem might be resolved if you open the Customer Credit Manager
> and click Actions > Mass Credit Information Update.
>
> Or you might try running conversion 9,527 â€" Set Credit Limit Totals.
>
> Gerry
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of
> Steven Gotschall
> Sent: Thursday, September 16, 2010 5:41 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer on Credit Hold for no reason
>
> Its in a parent child relationship and the parent went on credit hold?
>
> An order was entered that put them over the credit limit and then the order was
> deleted?
>
> ________________________________
> From: Chris Thompson <chriselectrix@... <mailto:chriselectrix%40ymail.com> <mailto:chriselectrix%40ymail.com>
> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Sent: Thu, September 16, 2010 4:42:07 AM
> Subject: [Vantage] Customer on Credit Hold for no reason
>
> We regularly have an issue where our customers are put on credit hold for no
> reason. They still have plenty of credit remaining, but for some reason they are
>
> put on credit hold.
>
> Epicor allows us to process the order and doesnt put the customer on credit
> hold.
>
> When we come to pack/ship the order, the customer will get put on Credit Hold
> for no reason.
>
> Are any of you having a similar issue or do any of you know why this might be
> happening?
>
> We are on 9.04.505c (this issue used to happen on 503b too).
>
> Now on a monthly basis we have to go through each customer and take them off
> credit hold - which defeats the object of having the credit hold feature in the
> first place.
>
> We have found no links to determine a pattern when it happens - it is totally
> random.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
When we first started using Vantage, our accounting dept complained that customers were being put on hold for no reason. When they came to me with examples, days or weeks could have gone by and it was difficult to troubleshoot.



I created a BPM to send an email whenever a customer was put on hold. Being alerted right away made it easy to note the reason for the hold. No holds were buggy, they all had a reason. This helped clear the myth that there was a bug in Vantage, putting customers on hold.



If you’d like a copy of the BPM, I can send it to you.



Gerry





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Kevin Simon
Sent: Friday, September 17, 2010 7:58 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Customer on Credit Hold for no reason





This could be a variety of reasons. Could be something such as you having orders included in credits, and someone mistypes a price (puts in 3450 instead of 34.50). If an order pushes credit over, then they fix the order a minute later, the customer is on credit hold.

I’d recommend you log the credit hold flag, and follow up on a case by case basis.

Kevin

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of laraines422
Sent: Thursday, September 16, 2010 12:11 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Customer on Credit Hold for no reason

We're not on 9 yet - we're still on 8.03.407c. However, we were seeing this last month. Epicor directed us to run Conversion Program #9527 - it rebuilds the totals (invoices, sales orders, etc.) that affect the customers' credit limits.

I don't know if this is applicable or not, I just thought that I would mention it.

L.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> , "Gerry Loranger" <gloranger@...> wrote:
>
> The Mass Credit Information Update command recalculates the current credit status for each customer. The credit check process is run against all the customers in your database. All changes that you made within the Customer Credit Manager will be applied to records throughout the application.
>
>
>
> This command ignores all customers who are manually placed on Credit Hold.
>
>
>
> All the customer, sales order, shipment, and AR invoice records are updated with the credit information you updated through the Customer Credit Manager
>
>
>
> Gerry
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of Chris Thompson
> Sent: Thursday, September 16, 2010 10:02 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer on Credit Hold for no reason
>
>
>
>
>
> Hi
>
> What exactly does the Mass Credit Information Update do?
>
> Thanks.
>
> ________________________________
> From: Gerry Loranger <gloranger@... <mailto:gloranger%40preformed.on.ca> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Sent: Thu, 16 September, 2010 12:57:29
> Subject: RE: [Vantage] Customer on Credit Hold for no reason
>
>
> Perhaps the problem might be resolved if you open the Customer Credit Manager
> and click Actions > Mass Credit Information Update.
>
> Or you might try running conversion 9,527 â€" Set Credit Limit Totals.
>
> Gerry
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of
> Steven Gotschall
> Sent: Thursday, September 16, 2010 5:41 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer on Credit Hold for no reason
>
> Its in a parent child relationship and the parent went on credit hold?
>
> An order was entered that put them over the credit limit and then the order was
> deleted?
>
> ________________________________
> From: Chris Thompson <chriselectrix@... <mailto:chriselectrix%40ymail.com> <mailto:chriselectrix%40ymail.com>
> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Sent: Thu, September 16, 2010 4:42:07 AM
> Subject: [Vantage] Customer on Credit Hold for no reason
>
> We regularly have an issue where our customers are put on credit hold for no
> reason. They still have plenty of credit remaining, but for some reason they are
>
> put on credit hold.
>
> Epicor allows us to process the order and doesnt put the customer on credit
> hold.
>
> When we come to pack/ship the order, the customer will get put on Credit Hold
> for no reason.
>
> Are any of you having a similar issue or do any of you know why this might be
> happening?
>
> We are on 9.04.505c (this issue used to happen on 503b too).
>
> Now on a monthly basis we have to go through each customer and take them off
> credit hold - which defeats the object of having the credit hold feature in the
> first place.
>
> We have found no links to determine a pattern when it happens - it is totally
> random.
>
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We have been working on this with Epicor for two months. There is a bug that is increasing the order balance, usually by several million dollars, but we cannot pinpoint why it is happening. It is particularly bad on national accounts. As a result, we run the 9527 program almost daily.

Bryan Gerard
VP, Information Technology
Global Flow Technologies<http://www.globalflowtech.com/>
bryan.gerard@...



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