Error: “The account is on a credit hold. Remove from credit hold?” When I am creating a new sales order, the following error has occurred.
Answer
When i am trying to create a sales order, the following error has occurred. Error: " The account is on a credit hold. Remove from credit hold?"
Best answer by HManmatharajan41
There is a functionality in the SO Order Type to have the document be placed on hold on a failed credit check:
This is used in conjunction with the customer Credit Verification and Credit Limit:
When a sales order is entered, and the customer fails the credit check,a user cannot select Create Shipment until the order is removed from credit hold.
When the credit hold is removed, the order can be shipped:
Access Rights can be setup for specific users to be able to select REMOVE CREDIT HOLD.
+19
+17HI
Are there any customization packages that may be causing this?
+17HI
Can you check the Order Type for the Hold Documents on Failed Credit Check?
+17
Is this only for one customer or all? I know I have alot of questions, I am just trying to rule everything out.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+17Do you require prepayment for all orders?
+19Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
+15Which Version you are using?If a customer's credit limit was exceeded, and a credit card payment was applied to the customer's sales order with the Credit Hold status on the Sales Orders form, this status remained | Community (acumatica.com)
Acumatica Functional Consultant & Customer Experience Supervisor
Hi
There is a functionality in the SO Order Type to have the document be placed on hold on a failed credit check:
This is used in conjunction with the customer Credit Verification and Credit Limit:
When a sales order is entered, and the customer fails the credit check,a user cannot select Create Shipment until the order is removed from credit hold.
When the credit hold is removed, the order can be shipped:
Access Rights can be setup for specific users to be able to select REMOVE CREDIT HOLD.
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