Understanding the Assignment of Hold Codes to the Customer Billing Instructions

You can specify a hold code on the Billing Information form of the Customer Master program (P03013). When you enter a hold code for a customer, the system places all orders for that customer on hold. The system does not process the customer's orders until the person responsible for reviewing that customer's orders releases the order into the processing cycle.

You can use the Batch Order Holds program (R42642) to update a customer's existing order with the hold code that was entered in the Billing Information form. For example, if you entered an order before you reconciled administrative issues with a customer, you can withdraw the order from the processing cycle by placing the order on hold.

After you set up the hold code in the Billing Information form, you can run the R42642 program to update a customer's open sales orders. You can run this batch program on an individual customer or all customers with hold code fields that are not blank.