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



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