Credit Hold vs. Over Credit Limit

  • Credit Hold: a decision has been made to place the customer on credit hold. This could be for a variety of reasons. The hold reason will appear on the sales order(s) as Credit Hold.
  • Over Credit Limit: The combine total for the customer’s accounts receiviable and open sales order(s) are above the credit limit set for that customer. If the customer has a parent, the calculated total will include all sub-customers. The hold reason will appears on the sales orders as Over Credit Limit.
Updated on October 4, 2023
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