Can We Turn Off the Ability for Users to Enter Orders for a Customer on Credit Hold?
Q - Can we turn off the ability for users to enter an order for a customer on Credit Hold?
A - Yes, you can. Please go to Elliott Main Menu -> Util_Setup -> Global Setup -> Cop-Ctl -> Credit Check & Release. For the following field, set the value to "N" and save it:
3. Allow Users To Enter Orders For Customers On Credit Hold?
That should do it. See sample screen below.
Related Articles
CPSLSDSK Customer Order Processing Sales Desk
Sales Desk Application Overview Sales Desk is designed for companies who need versatile order entry functions and improved customer service. It is designed to be used by salespersons, order entry personnel and telemarketers. Sales Desk is extremely ...Feature - Put Orders on Hold for Specific Salesman
Release Date: 11/4/22 Version: 8.5 and Above This feature allows the user to configure the system to automatically put a salesman’s (e.g., house-account) orders on hold. This is done by introducing two flags to Salesman File Maintenance. 9. Hold When ...CPRESORD Customer Order Processing Release Held Orders
Release Held Orders Application Overview This feature is a function of the Credit Check & Release program. To run this function, the Credit Check & Release must be setup as per the Global Setup documentation. Run Instructions From the COP Menu > ...IMHLTMNT Inventory Management Hold Transaction File Maintenance
Hold Transaction File Maintenance Application Overview This feature allows a user or salesman to reserve, (allocate), items without having to enter an order. Before this feature can be used, it must be defined (setup) in Global Setup System first. ...How to Reverse Wrong Credit Card Amount in Order Entry Payment Window
Release Date: 9/20/21 Version: 8.5 and Above Q - When processing a credit card on the Order Entry Payment Screen, if a user makes a mistake with the credit card amount, what is the best way to reverse it? A - There are two ways to reverse a credit ...