Minimum Version Required: 22.01
Steps
How to manage On Hold Invoices
The On Hold Process dashboard is a hub for managing invoices for Customer's with On Hold credit Terms. This dashboard allows you to easily find invoices for On Hold Customers to move invoices, cancel orders, or apply payments.
Using Universal Search, navigate to the On Hold Process dashboard.
Use the On Hold Report to manage Invoices for Customers set to an On Hold Term.
To manage the Invoice:
- Set the Customer's AR Account Terms back to regular terms so delivery and Invoicing can proceed as normal
OR
- Zero out the products on the Invoice to ensure it is not delivered while On Hold terms are applied
OR
- View the Invoice and click the Move button to move the Invoice to a later Load Sheet.
The On Hold Credit Terms section shows the Credit Terms with the On Hold Account field set to True.
The On Hold Invoices section shows the Invoices with Terms set to an On Hold Credit Term.
Fields And Definitions
CreditTerms.OnHold - When a customer is on hold, orders can still be placed for the customer but they will be unable to be palletized. Once the term has been updated, the invoices can be palletized as normal.
Best Practices
In the On Hold Invoices box are the On Hold Invoices. These invoices need to be zeroed out or moved, or you make the decision to allow the sale to go through
In the On Hold Credit box are the Credit Term/s that are considered On-Hold. If an AR Account is set to be On Hold, any invoice for them will also be on Hold. You have the power to set the AR Accounts of your choice to this term