Located in the System ribbon menu System Preferences option in the System Options tab is System Option #169 “Accept orders for Credit Hold customers and queue for approval”.

 

Once this system option is enabled you will remove the restriction in Create Invoice which blocks the creation of an invoice for a customer who is currently on Credit Hold.

 

The new invoice will be marked and put on hold to prevent it from being processed any further until someone who has "Credit Manager" or "Credit Supervisor" authority approves it. One very important thing to recognize is that the invoice you create using this feature is a full-fledged invoice which will allocate inventory and will add to Accounts Receivable.

 

•What is the Status of Declined Orders

 

If the customer's order has to be declined it will be the responsibility of the person refusing the order to update the order status in the Credit Hold Queue Management utility, discussed later in this chapter. Otherwise that invoice will remain "in process" and "on hold" indefinitely.

 

•How are Customers Placed on Credit Hold

 

There are three ways that a customer can be placed on Credit Hold in entrée:

 

 1) The "Credit Hold" option on their account has been enabled.

 2) The customer has exceeded their "Maximum Days Old" limit.

 3) The customer has exceeded their "High Credit Amount" limit.

 

Normally if any one of these conditions is true then entrée will refuse to accept any new orders for that customer. Enabling the System Option #169 option allows you to take an entirely different approach to the credit hold situation.

 

•What happens in Create Invoice

 

When you have a customer who has exceeded their "High Credit Limit" setting in the Customer file and you try to create an order for that customer you will see this Credit Hold message display. Note that this is just an informational message. Once you click "OK" you will be in Create Invoice as if nothing was wrong.

 

 

From here you can enter the customer's order as requested. When saving this order you will not see the usual print options dialog box but see the Information message box shown below.

 

 

As long as this order remains "on hold", you will not be able to print a Loading Sheet or an Invoice nor will you be able to enter any catchweights.

 

Beyond these restrictions, this is a normal order which has allocated inventory and is reflected in your Accounts Receivable.