Overriding Credit Holds or Denying Credit

Use the Sales Order Credit Override screen to release a credit hold on a sales order or order generation, or to deny credit when a credit hold already exists. You can access this screen from a specific sales order, or if you routinely handle credit holds, access the screen from the Open Order Status Review Queue.

Be sure to contact your credit department before releasing the hold; the customer is typically on credit hold for a reason. You must be assigned the SOE.CREDIT.OVERRIDE and SOE.CREDIT.RELEASE authorization keys to override credit holds.

If you deny credit, the order is changed to a Bid or Call When Complete status, depending on how the Order Status To Change To When Credit Is Denied control maintenance record is set.

To override a credit hold or deny credit:

Open the Sales Order Credit Override screen in either of these ways:

Open a sales order, and display the Sales Order Entry Totals screen. Use the Credit Override hot key to display the Sales Order Credit Override screen.
Use the Open Order Status Review Queue to select the orders you want to see. Place the cursor on the order you want to address, and select the Credit Override hot key.

Note: The Sales Order Credit Override screen displays in view-only mode if the order you are overriding is already open for editing by you or another user.

Use the A/R Inquiry hot key to display the A/R Inquiry screen. Use this screen to review the customer's credit status and history.
Press Esc to return to the Sales Order Credit Override screen.
Approve or Deny a credit override, as follows:

To approve a credit override, enter the minimum dollar amount required to process the order in the Credit Override Amount field, and then press Esc to exit the Sales Order Credit Override screen. When releasing a credit hold, you may be prompted to enter a new ship date, depending on how your company sets the Prompt For Ship Date Change When Releasing Order From Credit Hold control maintenance record.

When you release a direct sales order from credit hold, the system removes that sales order from the credit queue on this Open Order Status Review Queue.

To deny a credit hold override, select the Deny hot key. The system exits the Sales Order Credit Override screen automatically.

The system notifies the order writer via a job queue when any order is denied, or when a direct order is approved. The job queue identifies the user who denied or approved credit.