Hi @chacalawagan 

Please refer customer details for Unreleased Balance:

Open Orders Balance:

Hi! Just a follow up question. What if we already checked the Sales Order Details by Customer and still cannot find the Open Orders amount? Are there any source document we can counter check the floating balances? We already did the validation of Customer Balance and it did not clear up the Open Orders amount. 

Thank you in advance!

Under actions click on customer details and then click on the checkbox Include Unreleased Documents

Also on the Sales Order List, click on status column and user a filter to find open orders

Have tried both suggestions, neither show any open issues causing the unreleased balance.  Has there been any other suggestions of how to track down the details we need?

Hello - we’re discovering the same situation with one of our customers, and like Tiffany above, we’re still not finding the corresponding “open orders balance” through any of the methods mentioned.

We discovered the issue when entering a small sales order, and it kicked to Credit Hold despite being well below their credit limit.

Are there any other areas to investigate? Thank you.

Have the user tried recalculate customer balances screen for this customer selecting all 3 RECALCULATE options, including unreleased documents ?