Wednesday, February 9, 2011

How to apply Credit Hold on Sales Order even before Booking the order

We can put all the Sales orders on Credit Check hold for a customer before booking the order.
Open customer details, go to 'Profile: Transaction' tab and enable a check box 'Credit Hold'.







This option is available at Customer level as well as Customer site level, you can use whatever applicable.



1 comment:

  1. for R12.1.3 its customer > customer information > account profile then check credit hold

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