Fulfillment Workbench and Credit Holds

Epicor ERP 10
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1

Good Morning All.

We deal with a lot of distribution customers we drop ship for. So a typical setup for us would be something like.
Order
Sold/Ship To Customer 1
Bill To - Distribution Customer (setup as an alternate bill to for customer 1)

The issue comes when pulling these orders with fulfillment workbench. We’ll usually have Customer 1 setup on a CASH TERMS and on credit hold (because the distribution customer is paying).

Yet, the fulfillment workbench doesn’t care that the BILL TO has credit, and is not on hold, it will filter that order as ON HOLD anyways.

Does anyone have a similar situation? Is there a workbench setting I’m not aware of or do we need to setup our customer accounts differently?

2

Did you ever figure this out? I just discovered that Fulfillment Workbench shows everything as on credit hold when it’s not.

3

There is this setting in Site Configuration

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4

Unfortunately we have not. I had a case opened with Epicor and they had told me that it’s a known issue and it should be fixed in 11 (we were on 10)

I’m noticing your version in your profile, so I’m assuming they didn’t do anything with it. :frowning:

5

The issue was fulfilment workbench is looking at the wrong customer when determining credit hold or not. It appears to be on SOLD TO when it should be on BILL TO. Its really a pain for people that use alternate bill tos.

6

Do you have a PRB number? Which 11.x version did they say it was (or is going to be) fixed in? Thanks!

1 Like
7

That’s already unchecked for us, so what Andy is saying about it not recognizing the right customer rings true.

This issue came up for me specifically for Make-to-Order jobs and trying to avoid releasing jobs in FWB for customers on credit hold. But FWB doesn’t include any information like Customer, or even Order/Line/Release, for such orders and marks everything as on Credit Hold.

Looks like I’ll be opening a case.