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Page History: Credit Hold Set Up

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Page Revision: Fri, 15 May 2020 12:12


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General Information

Screen Name: CREDITHOLD

Function: The Credit Hold Set Up screen allows users to customize what they will and will not allow for customers on credit hold based on the process. To allow a process while a customer is on credit hold, simply check the process and hit update.

When opening the screen for the first time, it will add the CHOLDPOINTS rule, and load the main processes by default.

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