Just like there is a utility to age all or a group of customer accounts using an assortment of selection criteria, there should be a utility to recalculate the Credit Status of customer accounts.

Currently, a Sales Order can go into a Credit Hold status, and it will stay there, even if the Customer subsequently pays up their account to clear their credit status. But someone must still manually go into that SO, and into the Credit Status screen, which then forces a recalc.

This wouldn't be such a big deal if there was only one SO or one customer, but of course there are many, and shipments get stalled because Credit Holds are in place when they need no longer be.

If there was a utility that could be run daily, or several times a day, as needed, to recalculate Credit Status, this would avoid a lot of wasted time by different users/roles in this client's business.

by: Marilyn C. | over a year ago | 3 - Sales & Distribution