Sales Order Tracker // Credit Hold Flag

I would like to add a field in a BAQ containing the binary data of the “Credit Hold” flag that appears at the top of the summary page in the Sales Order Tracker module.

When I check the Customization Tool, the EpiBinding for this flag is "OrderHed.CustOnCreditHold", but I don’t see this field in the OrderHed table.

Where can I find this field?

There is a field on Customer that is CreditHold. you’ll need to link from OrderHed to Customer to pull it.

3 Likes

Thanks Todd

And one can release individual orders but leave the customer on credit hold. You can find those fields in OrderHed:

1 Like

So, combining what Todd and Mark said, you’ll want to make a calculated field with Customer.CreditHold & ~OrderHed.CreditOverride (credit hold AND NOT credit override) or equivalent logic. (I actually have exactly this on a dashboard, myself.)

1 Like

perfect, thank you Chris