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Evo-ERP and DBA Classic >> Sales >> hold a release
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Message started by Jess5377 on 08/23/07 at 10:10:56

Title: hold a release
Post by Jess5377 on 08/23/07 at 10:10:56

Is there a way to hold a release because a customer went over the credit limit?  I want to be able to still enter Sales Orders, however when I go to release them it would be nice if I was warned before I could release the order if it is over their credit limit.  I wasn't sure if a setting needed to be changed some where.

Thank you,
Jess

Title: Re: hold a release
Post by Lynn_Pantic on 08/23/07 at 12:01:42

If you put them on Credit Hold, you can enter the order but not release or process a shipment.

Title: Re: hold a release
Post by Jess5377 on 08/23/07 at 12:42:43

Thank you for the help :)

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