Difference between revisions of "Credit Hold Set Up"
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'''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. | '''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. | ||
Latest revision as of 14:40, 20 July 2022
General Information
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 (link to page), and load the main processes by default.
