Report Open Orders on Credit Hold

This report provides a list of all sales orders currently on credit hold. This report sorts by store location and by sales order. The information displayed includes the

Important: *The credit hold code column on the report output may show "Approved" following the original hold code applied to the order (for example, "D2 - Approved"). This indicates that the order was approved and EOD (Generate Daily Reports) has not yet run since the approval. During the next EOD, the program removes the credit hold codes from approved orders and they do not appear on the output the next time you run the report.

The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

Today's date defaults in this field. You can click the Calendar Icon and select a different as-of report date, provided the date is not in the future. The report includes all orders created before or on this date.

If you set up sales districts for your company and regional processing is active, you can limit the report to specific districts. Click the arrow button to select one specific district, or click the action button and use the Multiple District Selection Window to select multiple (or all) districts. To access this field,

Regional Processing must be active (via the Regional Processing field in the General System Control Settings),
you must not be restricted to any store or list of locations, via the Location Restrictions tab in the Create a User (Staff) file, and
the Store field on this screen must be blank.

If reporting by District this field must be left blank. Otherwise, at least one store location must be specified. Enter the store locations you want to include in this report. If you know the code of the store, enter it directly. If you click on the Arrow, you can choose a store from the list that appears. If you select Multiple Locations from the list, you access the Multiple Locations Selection Window, from which you can choose one or more locations. You can also access the Multiple Locations Selection window if you click on the Action button. If you click on the Search button in the Multiple Locations Selection Window, you access the Multiple Selection Lookup Window. Use this window to select all locations (that is, all locations available to you) by clicking on the All button.

At this and any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.

Select the report type. You can report on both sales and service orders that are on credit hold, or you can report on only sales orders or only service orders on credit hold. You have the following options:

Both Sales and Service
Sales Type (merchandise only)
Customer Service