Overriding Credit Holds or Denying Credit

Use the Sales Order Credit Override window to release a credit hold on a sales order or to deny credit when a credit hold already exists. You can access this window from a specific sales order, or if you routinely handle credit holds, access the window from the Open Order Status Review Queue. Credit is authorized if the credit override amount covers the invoice amount for the generation being released.

Note: 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 Deniedcontrol maintenance record is set.

To make sure that only customer's authorized personnel are allowed to place orders, you can assign a name to a credit parameter and list the maximum dollar amount available to that individual. The system checks this maximum limit when handling all credit exceptions. For more information, see Authorizing Customer Personnel to Place Orders in Entity Maintenance.

Procurement items on credit hold are handled in the same manner as direct orders.

For information about how to setup credit limit parameters to automatically handle credit limit holds at the customer level, see the following in the Entity Maintenance documentation:

Additionally, you can use the Number Of Days In Future For Credit Exposure In Open Ordersto exclude orders with a ship dates far into the future so as not to adversely impact customer's credit limits.

To override a credit hold or deny credit:

Open the Sales Order Credit Override window in one of the following of these ways:

Open a sales order, and display the order's Totals tab. From the Payment menu, select Credit Override.
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 then select Order > Credit Override.

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

From the File menu, select A/R Inquiry to display the A/R Inquiry window. Use this window to review the customer's credit status and history.
Exit the window to return to the Sales Order Credit Override window.
Approve or deny a credit override, as follows:

To approve a credit override, enter how much of this order are you approving to ship in the Credit Override Amount field. Save your changes and exit the window. 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 Holdcontrol 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, from the File menu, select Deny. Save your changes when prompted.

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.