Situation: sales order was changed to Credit Hold status when the SO was taken off hold. A user clicked the REMOVE CREDIT HOLD button and the order is now open.
It appears there is no way to put that SO back on credit hold. If the order is put back on regular HOLD and then taken off hold. It does not go back through the credit checks, it just opens the SO.
Is this how it’s supposed to function?
How do I get the order back on credit hold?
Thank you!
Hi
This is functioning as expected. Once the credit check has been manually verified once it will not automatically return to credit hold.
One way to manually trigger the credit check again is to modify a line. I recommend changing the extended cost of an item, this will trigger the credit check function and subsequently credit hold. You can change the price back to the original and the credit hold will remain in effect.
Hope this helps!
Thank you
It seems there should be a way to manually put an order on credit hold if there’s a manual override to take it off credit hold.
Definitely. I was going to do that then got sidetracked lol
Customers need the option to keep Sales Orders under review for Credit Policy. We have Acumatica customers that have their own customers who become delinquent multiple times during the life of a Sales Order, going into Credit Hold status only once is no longer sufficient.
Delays in supply chains, economic struggles, and some legislation have all impacted customers and their delivery of goods. Orders should default to be checked against credit policy to protect the business owner. Let the manual option be “clear credit hold today” or “clear credit hold for the duration of this sales order” (and add the warning sign; credit policy has been manually disabled)
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