Skip to main content
Answer

Credit Hold on Cash Return document

  • July 19, 2022
  • 9 replies
  • 117 views
kristianharianja
Semi-Pro I
Forum|alt.badge.img+3

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.

 

 

Best answer by parveza33

Hi @kristianharianja ,

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

Kristian Harianja
purwandaruw

9 replies

Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Kandy Beatty
  • Captain II
  • July 19, 2022

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*.
T
Chris Hackett
kristianharianja
Semi-Pro I
Forum|alt.badge.img+3

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
Community Manager
Forum|alt.badge.img
  • Chris Hackett
  • Acumatica Community Manager
  • July 28, 2022

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
Semi-Pro I
Forum|alt.badge.img+3

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

Kristian Harianja
Chris Hackett
Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Kandy Beatty
  • Captain II
  • July 29, 2022

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*.
T
kristianharianja
Semi-Pro I
Forum|alt.badge.img+3

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

Kristian Harianja
parveza33
Jr Varsity III
Forum|alt.badge.img
  • parveza33
  • Jr Varsity III
  • April 28, 2023

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 A
kristianharianja
Semi-Pro I
Forum|alt.badge.img+3

@parveza33 Nope.

Kristian Harianja
parveza33
Jr Varsity III
Forum|alt.badge.img
  • parveza33
  • Jr Varsity III
  • Answer
  • May 29, 2023

Hi @kristianharianja ,

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

Parvez A
Manikanta Dhulipudi
Chris Hackett
Terms & ConditionsCookie settingsAccessibility statement
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved