With Release 8.7.9, the credit checking process has been enhanced to give you better tools to lock and release orders based on credit and additional visibility into why orders were placed on hold or released.
Eclipse displays the following message depending on the credit reason the sales order is on hold. Included are log entry samples. As you can see, Eclipse displays more information to help you determine why the order was placed on hold or released from hold.
|
Credit Hold Reason |
Log Entry Example |
|
A/R balance past the Past Due Limit |
Balance Past Limit of $1134.32 exceeds the Past Due Limit of $1000.00. |
|
A/R balance past the Past Due Limit% |
Balance Past Limit of $1134.32 exceeds the Past Due Limit of $1000.00 which is 30% of the A/R Balance. |
|
A/R balance exceeds Credit Limit |
A/R balance of $1000.00 exceeds Credit Limit of $900.00 |
|
A/R balance exceeds Temporary Credit Limit |
A/R balance of $1000.00 exceeds Temporary Credit Limit of $999.00 |
|
Order over the Authorized Personnel's Order Limit |
Order of $200.00 is over the Authorized Personnel's Order Limit of $150.00 |
|
Not Assigned Personnel Limit |
User in the Ordered By field (JACKJ) is not on the Authorized Personnel list . |
You can still release credit holds, if authorized, and there are circumstances based on the credit reasons listed in the Customer Maintenance Credit Control Parameters under which Eclipse releases the credit hold. The maintenance log on the order tracks the type of release.
Note: If the Total Credit Hold check box is selected in the Credit Control Parameters to place the customer on complete credit hold, then users are prevented from entering new sales orders for the bill-to customer or the ship-to accounts tagged to it, regardless of their credit limit or current A/R balance. New quotes can be entered, but they cannot be converted to sales order until this credit hold is removed. New in Release 9.0.4.
Automatic Release - Eclipse releases orders from credit hold when parameters set for temporary credit limit, credit limit exceptions, or credit override are met. The maintenance log for the order records a message. Following are some examples:
JACKJ Authorized : System release order for $265.65 over the Credit Limit of $250.00, but under Temporary Credit Limit of $1000.00.
JACKJ Authorized : System released order for $265.65 using the Credit Exceptions by Dollar Amount Settings because order is under $300.00 and today's orders are less than $600.00 and the account A/R balance of $399.53 is not more than 75% (187.50) over the Credit Limit of $250.00.
Note:The temporary credit limit and credit limit exceptions releases are new in Release 9.0.
Manual Release by User - If you are authorized, you can release an order from credit hold and print a shipping ticket.
** Order Created ** JACKJ Authorized: Release a shipping ticket (Cust Credit Limit).
Release through OOSRQ - You can release credit hold using the Open Order Status Review Queue. You can review the open and order and the credit reasons from the queue and release them, as needed, using the Order > Release Hold.