Feature - Option Not to Auto Release Order if Order & Customer Terms Codes Mismatch

Feature - Option Not to Auto Release Order if Order & Customer Terms Codes Mismatch

Release Date: 06/28/2022
Version: 8.5 & Up

In Global Setup -> Utilities -> COP Utilities -> Release Held Order, the system can review the orders to determine if the orders should be released without a credit manager having to manually release the orders.  This is helpful after customers make payments. This utility is often run through deferred processing to save the credit manager's time needed to manually release the qualified orders.

We recommend that the orders not be released automatically through this utility if the order terms code is different from the customer terms code. Therefore, we have added the following Global Setup flag in COP-Ctl -> Credit Check & Release -> 18. Auto Cr Rel When Order & Cust Terms Mismatch?  The default is "Y."  See sample screen below:


If you set this flag to "N," then when the order and customer terms codes mismatch, the system will not release this order automatically.  But you still can manually release it through COP -> Processing -> Release Held Order.

Also, keep in mind that this flag does not apply to the releasing of manually held orders, where you can access it from  Global Setup -> Utilities -> COP Utilities -> Release Manually Held Order.

Modified Programs: NSCTLFIL.W38, NSCTLFIL.FD, NSCTLINI, NSCTLMN4, CPRESORP


EMK



    • Related Articles

    • Feature - Auto Release Held Order Utility

      Release Date: 3/29/2017 In Elliott, you can turn on the feature to Auto Hold Order in Global Setup -> Cop-Ctl -> Credit Check Release. Then, when a sales order is created, the system can automatically detect whether or not that order needs to be put ...

    • Feature - Added Item Price Mismatch Event in Sales Order Import

      Release date: 4/19/2022 Version: 8.5 and Up You can now subscribe to the Item Price Mismatch Event in Sales Order Import. This will trigger an email when there is a price discrepancy between the import price for an item and the calculated price in ...

    • Allow Auto Popup Customer or Item Notes in Order Entry with Read Only Option

      Release Date: 11/25/2020 Version: 8.5 & Up In Global Setup -> System -> Note Function, there are these two flags: 23. Auto Pop Up Customer Note During Order Entry? 24. Auto Pop Up Item Note During Line Item Entry? In addition to "Y" or "N," we now ...

    • ARTRMMNT Accounts Receivable Terms Code File Maintenance

      Terms Code File Maintenance Application Overview When you are setting up your Customer file, you will be asked to enter for each Customer a Terms Code. This code will designate the usual payment terms you have given this customer for payment on his ...

    • Feature - ACH Warning When Changing Order Terms

      Release Date 4/29/16 When using the ACH Processing add-on and changing the terms on an order in order entry or order billing from an ACH term to a non-ACH term, the application will check whether there are any ACH payment records defined in the order ...