Enable or disable credit hold

• When you enable credit hold by selecting Apply Credit Hold, Made2Manage pre- vents sales and shipments to customers in poor standing whose status is Credit Hold.

• When you disable credit hold by selecting Display Warning Message, Made2Manage just warns others when they sell or create shippers to customers and distributors in poor standing whose status is Credit Hold.

• If the customer status is Good Standing or Credit Watch, irrespective of the selection on the CSSALE for credit hold, warning messages are displayed only when you change the Sales Order to Open status.

  To enable or disable credit hold

  1. Open the Sales (CSSALE) page.

  2. Select Utilities > Company Setup > Module Setup > Sales.

  Or

  1. Search for CSSALE in the Navigation box and then select Sales. Sales (CSSALE) page appears.

  2. Click the Miscellaneous tab.

  3. Enable credit hold:

  4. To prevent sales and shipments to customers in Credit Hold status, from the Credit Hold list, select Apply Credit Hold.

     To warn users when they try to sell or ship to customers in Credit Hold status, but not prevent the sale, from the Credit Hold list, select Display Warning Message.

  5. On the Toolbar, click Save.