Placing and Releasing Customer Hold Status
Customers can be placed on hold when they have not paid their existing invoices, or for any other reason you specify in e-automate. There are a variety of ways to place customers on Credit Hold in e-automate. Credit Hold is most commonly set from the Accounts Receivable Console. Placing a customer on hold flags the customer’s account so that when accounts receivable transactions occur in e-automate, the user is notified that the customer is on hold. When a customer is on hold and a sales order or a service call is entered, the system automatically places the order or the call on hold. Neither the sales order nor the service call can be fulfilled or dispatched until the hold status of the transaction is resolved.
You can also place a customer on hold by editing the customer record and selecting an appropriate reason in the On Hold Code field.
Placing a Credit Hold from the AR ConsolePlacing a Credit Hold from the AR Console
On the e-automate toolbar, click [Receivables] to open the Accounts Receivable Console window.
In the Find field, use the drop-down menu to select Customer.
In the Customer field, use the lookup to select the customer.
Verify [Credit Hold] is not selected.
Click [Credit Hold] to place the customer on credit hold.
Releasing Credit Hold from the AR ConsoleReleasing Credit Hold from the AR Console
On the e-automate toolbar, click [Receivables] to open the Accounts Receivable Console window.
In the Find field, use the drop-down menu to select Customer.
In the Customer field, use the lookup to select the customer.
Verify [Credit Hold] is selected.
Click [Credit Hold] to release the customer from credit hold.
Placing or Releasing a Hold from the Customer RecordPlacing or Releasing a Hold from the Customer Record
On the e-automate toolbar, click [Customers] to open the Customers window.
Select the customer you want to place on or release from hold from the customer list.
Click [Edit] to open the Edit Customer window.
On the Account
tab, in the On hold code field, use the Lookup icon to select
an On Hold Code.
Note:
To release, delete the On Hold Code from the On Hold Code field.
Click [OK] to save the on hold status. For more information on hold status, seeAdditional Info - E-agent and Credit Hold Status.
Non-supported ReleaseNon-supported Release
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