Credit Holds
When a customer is consistently late in making payments, has exceeded their credit limit, or is identified as a bad risk, you can prevent additional credit purchases by placing their account on credit hold. When a customer account is placed on credit hold, you cannot create new sales orders for that customer in Oracle Order Entry. However, you can still create transactions for that customer in Receivables.
Prerequisites
To place a customer account on credit hold:
1. Navigate to the Customer Accounts window.
2. Query the customer account.
3. Choose Credit Hold, then choose OK to acknowledge the message.
Alternate method:
1. Navigate to the Customers or the Customer Summary window.
If you are in the Customer Summary window, select the customer, then choose Open.
3. Open the Profile Transaction alternative region.
4. Check the Credit Hold check box.
To release a customer account from credit hold:
1. Navigate to the Customer Accounts window.
Alternate method:
1. Navigate to the Customers or the Customer Summary window.
If you are in the Customer Summary window, select the customer, then choose Open.
3. Open the Profile Transaction alternative region.
4. Uncheck the Credit Hold check box.
See Also
Customer Calls
Placing an Item In Dispute
Credit Hold Report
Review customer account