When you place a customer on hold, it does not put/ their existing Sales Orders on hold.
This requires the manual steps of a) generating a sales order / quote report and then manually placing each sales order / quote on hold.
Similarly, when taking a customer off of credit hold, the Sales Orders should automatically come off hold.
An alternative is to have the system check when picking tickets are selected to flag those for customers on credit hold.
Businesses can't afford to allow orders to ship for those customers on credit hold.
by: Joel S. | over a year ago | Reports / BI
Comments
This is in the Sage 100 2015 Release.