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How can I put a customer on hold to not abe able to create an SO when the customer is on credit hold?

  • June 12, 2024
  • 1 reply
  • 196 views
H
Semi-Pro II
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Hello all,

I have been looking out for ways to not allow anyone create an SO for a particular customer if that customer goes on credit hold. Only AR Admin should be allowed to remove the credit hold and create/process an SO

Thanks in advance.

Best answer by nhatnghetinh

Hi @Harry 

You can create Asscess Rights to lock the "Remove Credit Hold" feature on the SO screen for Users that you do not want them to do.

 

 

Best Regards,

NNT

1 reply

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • Answer
  • June 13, 2024

Hi @Harry 

You can create Asscess Rights to lock the "Remove Credit Hold" feature on the SO screen for Users that you do not want them to do.

 

 

Best Regards,

NNT

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