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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?"

  • June 23, 2023
  • 13 replies
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Freshman I

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.

 

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.

 

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    13 replies

    Naveen Boga
    Captain II
    Forum|alt.badge.img+20

    @Reddy  Have you configured any Credit Verification Rules at Customers screen?

     

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    Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
    Freshman I
    • Reddy
    • Author
    • Freshman I
    • June 23, 2023

    @Naveen Boga I disable the credit Verification field for every user but still it shows the error 

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    Kandy Beatty
    Captain II
    Forum|alt.badge.img+18

    HI @Reddy 

    Are there any customization packages that may be causing this?

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    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*.
      Freshman I
      • Reddy
      • Author
      • Freshman I
      • June 23, 2023

      @kandybeatty49 there no customization packages 

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      Kandy Beatty
      Captain II
      Forum|alt.badge.img+18

      HI @Reddy 

      Can you check the Order Type for the Hold Documents on Failed Credit Check?

       

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      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*.
      Freshman I
      • Reddy
      • Author
      • Freshman I
      • June 23, 2023

       

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        Kandy Beatty
        Captain II
        Forum|alt.badge.img+18

         

        Is this only for one customer or all? I know I have alot of questions, I am just trying to rule everything out. 

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        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*.
          Freshman I
          • Reddy
          • Author
          • Freshman I
          • June 23, 2023

          @kandybeatty49 for all customers

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          Kandy Beatty
          Captain II
          Forum|alt.badge.img+18

          Do you require prepayment for all orders?

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          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*.
          Naveen Boga
          Captain II
          Forum|alt.badge.img+20

          @Reddy  Also, can you please share the TRACE info here?

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          Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
            Manikanta Dhulipudi
            Captain II
            Forum|alt.badge.img+16

            @Reddy  Also, can you please share the TRACE info here?

            Which 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)

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            Acumatica Functional Consultant & Customer Experience Supervisor
              Chris Hackett
              Community Manager
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              • Chris Hackett
              • Acumatica Community Manager
              • July 10, 2023

              Hi @Reddy were you able to find a solution? Thank you!

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              Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
              Jr Varsity III
              Forum|alt.badge.img+1

              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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