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 - Release Manually Held Orders

      Release Date: 8/8/19 Updated: 10/16/19 - Support for Include/Exclude States added Version: 8.5 and Up This new feature is similar to the Mass Release Held Order application in Global Setup -> Utilities -> COP Utilities -> Release Held Order. The ...
    • 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 ...
    • 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 > ...
    • Feature - Relaxed Auto Credit Release

      Release Date: 6/9/21 Version: 8.5 and Above If you use Elliott's Credit Check & Release function, we now provide two new features that may help your operation: In the past, the sales order can be put on hold if it was over the credit limit. 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 ...