To Put a Document on Credit Hold

You use the Invoices and Memos (AR301000) form to put on credit hold an AR invoice or debit memo of a customer whose credit limit has not been exceeded and who is not already on credit hold.

To Put an AR Document on Credit Hold

1. Open the Invoices and Memos (AR301000) form.
2. In the Reference Nbr. box of the Summary area, select the reference number of the document that you want to put on credit hold. You should select a document that has the Balanced status.
3. On the More menu (under Approval), click Credit Hold.

   The system has changed the document status to Credit Hold.

4. On the form toolbar, click Save to save your changes.