I cannot find the appropriate configuration that would allow us to release invoices for sales orders that pre-dated the credit hold. We want to avoid fulfilling new sales orders entered against a customer with a credit hold, but we still want to bill them for product already provided. I have tried the this option in Accounts Receivable Preferences:
Hold Document on Failed Credit Check
A check box that indicates (if selected) that new invoices and memos are placed on hold and cannot be released for customers that failed the credit check. If the check box is not selected, new documents can be saved and processed regardless of the credit check result, although the system warns users about customers that failed their credit check.
I have tried this option in Sales Order Preferences:
Hold Invoices on Failed Credit Check
A check box that indicates (if selected) that an edited invoice can be saved only with the On Hold status if the customer fails the credit check.
Neither have allowed me to release an invoice prepared from a shipment while the customer is on Credit Hold. Is there another option I am missing? I don’t understand what these settings are for if not this.
