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Credit Hold on Cash Return document

  • 19 July 2022
  • 9 replies
  • 87 views

Can someone help to explain why cash return document is placed automatically to credit hold when credit term is Prepayment (terms requires 100% prepayment) and how to change this behaviour? Credit verification rule for this customer is Disabled. This doesn't happen on non-prepayement credit term though. Workaround is changing credit term but not ideal.

 

 

9 replies

Kandy Beatty
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HI @kristianharianja 

A few things to check:

  1. On the Order Type, Cash Return, is the Hold Documents on Failed Credit Check enabled?
  2. What is the Credit Verification Rule set for the customer?

     

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*.
kristianharianja
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Hi @kbeatty21,

The verification rule of the customer is Disabled and Hold Document on Failed Credit Check for CR is not ticked.

Kristian Harianja
Chris Hackett
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Hi @kristianharianja - were you able to find a solution for your issue? Thank you!

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*.
kristianharianja
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Hi @Chris Hackett, no I have not been able to sort this out.

Kristian Harianja
Kandy Beatty
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Hi @kristianharianja  Have you looked at the workflow on this screen? Was there a possible code change?

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*.
kristianharianja
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@kbeatty21 No, there is no workflow change made on the screen.

Kristian Harianja
parveza33
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Hi  @kristianharianja  - were you able to find a solution for your issue?

I am too facing this same Issue.

If you have any solution please share.

Thank you!

Parvez:)
kristianharianja
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Userlevel 5
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@parveza33 Nope.

Kristian Harianja
parveza33
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Userlevel 2
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Hi @kristianharianja ,

The fix is available starting from 2022R2 Update 6. Please update your system on this version or higher.

Parvez:)

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