Manage Credit Holds

Form ID: (AR523000)

By using this form, you can place customers that have overdue invoices and have received the final dunning letters on credit hold; you can also remove the credit hold for the customers after they have paid.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Initiates the processing, based on the selected action, of the customer accounts you have selected.
Process All	Initiates the processing of all customer accounts listed in the table.

Selection Area

In this area, you can select the action to be performed if you click Process or Process All. Also, you can specify the time interval during which the final dunning letters were generated.


Element	Description
Action	The operation the system performs if you click Process or Process All. The following options are available: Credit Hold: Prevents users from creating any new sales orders for the selected customers. If you select this option, the table will include only the customers eligible for a credit hold to be applied. That is, the table will include the customers for which the final dunning letters were generated and to which a credit hold was not applied. This rule applies only when the Show All check box is cleared. Remove Credit Hold: Takes the selected customer accounts off hold so that new sales orders can be created. If you select this option, the table will include only the customers eligible for removing the credit hold. That is, the table will include the customers for which the final dunning letters were generated and to which the credit hold has been applied. This rule applies only when the Show All check box is cleared.
Show All	A check box that you select to have the table include all the customers for which the final dunning letters were generated in the specified date range. If you do not select this check box, the table will display the customers as specified in the description of the Action box.
Start Date	The starting date of the date range within which the final dunning letters were generated. Date selection is available only if the Credit Hold action is selected in the Selection area.
End Date	The ending date of the date range within which the final dunning letters were generated. Date selection is available only if the Credit Hold action is selected in the Selection area.

Table

This table contains the list of customers for which the final dunning letters were generated in the specified date range. The list of customers may be limited based on the current user's access role. The system displays customers whose settings permit the use of the branch, company, or a company in a company group to which the user's role is assigned (the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form contains this branch, company, company group, or is empty).

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Included	An unlabeled check box that you select to include this customer account for processing.
Customer ID	A link to the customer account, which opens the Customers (AR303000) form.
Customer Name	The name of the customer.
Dunning Letter Date	The date when the final letter was generated. The column is available if the Dunning Letter Management feature is enabled on the Enable/Disable Features (CS100000) form.
Overdue Balance	The overdue amount owed by the customer.
Customer Balance	The total amount of the open customer documents.
Status	The status of the customer account.