Release Orders from Credit Hold

Use this routine to monitor orders placed on credit hold. A grid displays one row for each order on credit hold. The grid display can be restricted by selected hold codes via Create a User/Group Receivables Security settings. With security permissions, you can also access the appropriate approval screen from within this screen to view and approve the selected order.

The grid lists orders on credit hold. For each order listed, the following displays.

Order
Date
Customer Code
Customer Name
Credit Hold Code
Code Hold Description
Hold Date

The grid can be filtered or sorted using standard STORIS grid filtering and sorting capabilities. When you first access this screen, the grid is sorted by the Order column.

Orders with multiple credit hold codes are listed on multiple rows, with one row for each credit hold code.

When you double-click an order line in the grid, you automatically access the Update Receivables Credit Approvals, Credit Request Review, Update Financing Credit Approvals, or Pending Deposits Authorization screen, depending on the hold code applied to the order. If your security settings allow, you can view and approve the order from the appropriate approval screen displayed. For example, you double-click an order line with a hold code of C1 indicating "over credit limit". The Update Receivables Credit Approvals screen displays, where you can approve/reject the order.

The grid display refreshes automatically according to the refresh rate (if any) in your Accounts Receivable Control Settings. If you do not have a refresh rate established, you must refresh the display manually using the Clear button. You can use the Clear button to refresh the screen at any time, even if you also use the automatic refresh option.