We have quite a few customers we’d like to put on credit hold and we were going to DMT those in.
However, we don’t want to put the current, open orders on hold. When manually checking the credit hold box, a message asks if we want to put those open orders on hold. If you hit “No”, it applies a credit override to the orders.
My plan was to run a query for all the open orders for those customers, DMT the credit override, then DMT the credit hold.
Is there an easier way, or is that it?
We’ve done this buy just pulling out the BO and looping over customers needed. It’ll let you just put them on credit hold and not affect other orders. I suppose you could always do a SQL query too if you wanted.