Job Entry - Credit Hold

Epicor ERP 10
1

Hi,

I’m trying to add a credit hold flag in the job entry screen to show if the customer is on credit hold. I’m not sure if this is possible. But what I have done is created a UD field in job head, and then set the EpiContextMenuKey to Customer.CreditHold.

Annotation 2020-01-30 203421
Annotation 2020-01-30 2034211170×856 188 KB

This does not seem to be working for me. Is there anything I can do to make this work in the Job entry screen?

thx.

2

I think you need the EpiBinding to be Customer.CreditHold

3

Hi Adrian,

Thanks for your reply. The issue I am having is that there is no access to Customer table in Job entry through EpiBinding.

I can get CustID from MakeToOrder. I’m not to sure how to go about getting the Credit status to show in Job Entry.