# \#credit-hold **URL:** https://www.epiusers.help/tag/credit-hold/789.md [Latest](https://www.epiusers.help/latest.md) · [Categories](https://www.epiusers.help/categories.md) · [Tags](https://www.epiusers.help/tags.md) --- ## [Credit Hold Field Restriction](https://www.epiusers.help/t/credit-hold-field-restriction/131440)
**Author:** [@MSoni0](https://www.epiusers.help/u/MSoni0)\ **Replies:** 3\ **Last updated:** [December 17, 2025, 4:55pm UTC](https://www.epiusers.help/t/credit-hold-field-restriction/131440 "2025-12-17T16:55:14Z")
Hello All, Is there someone make Credit hold field restricted? and this still able to run that auto check on if there is any credit limit condition meet? Please is any information or anyone already run this process? --- ## [Mass Credit Information Update](https://www.epiusers.help/t/mass-credit-information-update/124509)
**Author:** [@jseidl](https://www.epiusers.help/u/jseidl)\ **Replies:** 0\ **Last updated:** [April 1, 2025, 4:08pm UTC](https://www.epiusers.help/t/mass-credit-information-update/124509 "2025-04-01T16:08:20Z")
Hi All, When running the mass information update for credit and aging hold, does it take into account unapplied deposits? Is there a specific setting in company config for it to do so? We’re new to the process and a cu… --- ## [EDI Imports Set Credit Hold on customer with CreditSource = WEREHOLD](https://www.epiusers.help/t/edi-imports-set-credit-hold-on-customer-with-creditsource-werehold/103182)
**Author:** [@Steika](https://www.epiusers.help/u/Steika)\ **Replies:** 4\ **Last updated:** [February 8, 2024, 2:11pm UTC](https://www.epiusers.help/t/edi-imports-set-credit-hold-on-customer-with-creditsource-werehold/103182 "2024-02-08T14:11:13Z")
This situation has been going for for quite a while. This is on Epicor 10.2.400.14. I logged a Epicor Support call about this in June of 2021, and again this year, but no success so far. They have come to the conclusi… --- ## [Creating sales orders via API circumvents credit hold](https://www.epiusers.help/t/creating-sales-orders-via-api-circumvents-credit-hold/102869)
**Author:** [@kellanmarvel](https://www.epiusers.help/u/kellanmarvel)\ **Replies:** 9\ **Last updated:** [May 18, 2023, 6:24pm UTC](https://www.epiusers.help/t/creating-sales-orders-via-api-circumvents-credit-hold/102869 "2023-05-18T18:24:01Z")
Hi everyone, I’m new to REST/API integrations in general so forgive me for being naive and lacking on some details. For context: we generate sales orders in Kinetic using a MuleSoft integration. Previously it was home… --- ## [Customer Credit and Project Management Milestone Billing](https://www.epiusers.help/t/customer-credit-and-project-management-milestone-billing/95800)
**Author:** [@JasonCampbell](https://www.epiusers.help/u/JasonCampbell)\ **Replies:** 0\ **Last updated:** [October 26, 2022, 9:31pm UTC](https://www.epiusers.help/t/customer-credit-and-project-management-milestone-billing/95800 "2022-10-26T21:31:12Z")
We have a customer that has a Credit limit that does consider Open Orders and Invoice amounts within the Credit available calculation. This business process is Project Manufacturing with Milestone Billings. What I am s… --- ## [Shipments not prevented with Credit Hold](https://www.epiusers.help/t/shipments-not-prevented-with-credit-hold/94152)
**Author:** [@jhecker](https://www.epiusers.help/u/jhecker)\ **Replies:** 12\ **Last updated:** [September 21, 2022, 6:39pm UTC](https://www.epiusers.help/t/shipments-not-prevented-with-credit-hold/94152 "2022-09-21T18:39:47Z")
We have a customer on credit hold, which is verified in both Customer Maintenance and Customer Credit Manager. (Customer Maintenance \> Billing \> Credit \> Credit Detail) (Customer Credit Manager \> Credit) We also h… --- ## [Turning off popups for Invoice Creation and Credit Hold](https://www.epiusers.help/t/turning-off-popups-for-invoice-creation-and-credit-hold/93603)
**Author:** [@LarsonSolutions](https://www.epiusers.help/u/LarsonSolutions)\ **Replies:** 3\ **Last updated:** [August 24, 2022, 3:30am UTC](https://www.epiusers.help/t/turning-off-popups-for-invoice-creation-and-credit-hold/93603 "2022-08-24T03:30:08Z")
In doing some testing this morning creating invoices - when you create an invoice from shipments you are prompted “Are you Sure”, so you click okay. Then a popup says “n invoices created” First off, if I wasn’t s… --- ## [Customer Credit Hold](https://www.epiusers.help/t/customer-credit-hold/62791)
**Author:** [@skearney](https://www.epiusers.help/u/skearney)\ **Replies:** 3\ **Last updated:** [August 5, 2021, 7:00pm UTC](https://www.epiusers.help/t/customer-credit-hold/62791 "2021-08-05T19:00:31Z")
We just went live with Epicor and now everytime an order is entered for a customer it will put the customer on credit hold. The order may not necessarily be a higher dollar amount than their Credit Limit but it will stil… --- ## [Aging Credit hold being added, but not removed](https://www.epiusers.help/t/aging-credit-hold-being-added-but-not-removed/80748)
**Author:** [@embedded](https://www.epiusers.help/u/embedded)\ **Replies:** 1\ **Last updated:** [July 26, 2021, 12:58pm UTC](https://www.epiusers.help/t/aging-credit-hold-being-added-but-not-removed/80748 "2021-07-26T12:58:04Z")
Our finance team recently enabled the Aging Credit hold processes by setting up Mass Credit Information Update to run every 30 minutes. They are reporting customers are being properly added to Aging Hold when we have lat…