Credit Hold Set Up
Modified on Fri, 15 May 2020 13:34 by Curtis Riddle — Categorized as: Accounts Receivable , System Manager
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General Information
General Information
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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.