Customer Hold Option

The customer hold option allows users to restrict a customer's ordering activity.  Placing a customer on hold causes all the customer's open orders to be held and holds new orders upon entry.  It forces the customer to fail credit checking.

The customer hold option is maintained as a flag on the Customer Master file through the Customer Master Maintenance conversation.  When this flag is set to yes, the customer's open orders are cycled through and placed on customer hold.  Orders entered subsequently are also customer held.

Considerations

Taking a customer off credit hold does not release held orders.  This must be done either manually through sales order maintenance or through automatic order release by selecting the credit held option.

This feature allows a customer to enter orders but prevents the orders from passing credit checking.

An order will not be changed to Customer Order hold if it is already on Administrative, EDI Order, or EDI Price hold.