We are often creating hundreds if not thousands of invoices a day. Our AR invoices are created after a shipment is confirmed. But all of these invoices are being created with a status of “credit hold” is there a way to bypass this step of “Removing Credit Hold” so that I can just release invoices? These sales orders are coming thru with pre-payments so there is never actually a balanced owed.
Thanks!
Answer
AR Invoices always created with credit holds
Best answer by nhatnghetinh
Hi
It is possible that the Customers are set up with "Credit Limit" and you have not applied the Invoices with pre-payments to finalize the payment of the Invoices created.
To bypass "Credit Hold" > Please go to the Customer screen > CREDIT VERIFICATION RULES > select "Days Past Due" or "Disabled"
Best Regards,
NNT
+11Hi
It is possible that the Customers are set up with "Credit Limit" and you have not applied the Invoices with pre-payments to finalize the payment of the Invoices created.
To bypass "Credit Hold" > Please go to the Customer screen > CREDIT VERIFICATION RULES > select "Days Past Due" or "Disabled"
Best Regards,
NNT
I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
What are the implications of disabling the credit verification rules? I guess that is a loaded question haha I’ll be testing this setting this week thank you!
+7If
Hope this helps!
Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
+15
You can create a Business events for Invoice to remove credit hold using Import scenario.
- Create a GI that list all invoices with credit hold.
- Using Record insert - Run an import scenario to remove the HOLD Status with out any configuration changes.
Acumatica Functional Consultant & Customer Experience Supervisor
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