When a customer fails to pay or exceeds the credit limit, you can set the customer status to poor standing. Restore the customer to good standing when the customer pays the balance due.

• When you enable credit hold, Made2Manage prevents sales and shipments to cus- tomers and distributors in poor standing.

• When you disable credit hold, Made2Manage just warns others when they sell or ship to customers and distributors in poor standing.

  To enable or disable credit hold, see the Related Information.

Set a Prospect’s or Customer’s Standing

1. Open the Accounts (CUST) page.

2. Select Sales Management > Master Data > Accounts.

   Or

   1. Search for CUST or Accounts in the Navigation box and then select

Accounts.

Accounts (CUST) page appears.

1. Click Browse on the Toolbar.

   The Browse For Accounts window appears.

2. Highlight a row and click Select. Or, double-click the row to use.

3. Click Status drop-down list that shows one of the following customer’s standings and select the required customer’s standing:

   » Credit Hold

   » Good Standing

   » Inactive

   » Credit Watch

   The Accounts Change Status window appears.

4. Enter the Remarks, Date, and User, and then click OK, else click Cancel.

   You cannot change a customer status to Inactive if any active transactions are present.