Credit Suspend and Stop Order Management

Menu Path: Credit and Collections $Images\bluerarw.gif$ Credit Check Processing $Images\bluerarw.gif$ Credit Suspend and Stop Order Management

Purpose

Immediately suspend credit.
Stop products in the process of being picked from shipping to a customer.

Overview

Use Credit Suspend and Stop Order Management to take immediate action on open sales orders and pick demands to stop products from shipping to customers. This program is used by credit team members if there is a sudden change in a customer’s creditworthiness (for example, they filed for bankruptcy, or bounced a big check).

There are two degrees of credit suspension severity:

Credit Suspend - This is the lesser degree of severity. This just affects open sales orders that have not had a pick demand printed. All existing sales orders are put on credit hold, and any subsequent sales orders are immediately put on credit hold.
Stop Orders - This is the stronger degree of severity. In addition to putting all open sales orders without pick demands on credit hold, it also puts pick demands on credit hold. This is an attempt to immediately stop anything more from shipping to a customer.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Credit Suspend and Stop Order Management window.
Show Data	Click this button to display all open orders and open pick demands for the selected credit customer.
Stop Orders	Click this button to put all open sales orders on credit hold for the selected customer with an on hold reason of Stop Orders, and put all open pick demands on hold for the selected customer. This insures that products in the process of being picked are not shipped to the customer. This button is only enabled if All is displayed in the Current Status field.
Release All	Click this button to release all orders for the selected customer from credit hold. This button is only enabled if Credit Suspend or Stop Orders is displayed in the Current Status field.
Credit Suspend All	Click this button to put all open sales orders for the selected customer on credit hold with an on hold reason of Credit Suspend. This button is only enabled if All is displayed in the Current Status field. Note This will also create credit tasks in Credit Tasks Management for these sales orders. You could selectively release these orders one by one in Credit Hold Inquiry.
Credit Suspend Selected	Click this button to put all sales orders for which the Credit Suspend check box is selected in the Open Sales Orders grid on credit hold with an on hold reason of Credit Suspend. This button is only enabled if All is displayed in the Current Status field. Note This will also create credit tasks in Credit Tasks Management for these sales orders. You could selectively release these orders one by one in Credit Hold Inquiry.

Inquiry Tab Fields and Buttons

Field or Button	Description
Credit Customer Code	Enter the credit customer code, or click the Lookup button to select the customer code. For information on the function of credit customers, see Structure and Concepts.
Name	Enter the credit customer name, or click the Lookup button to select the customer name. For information on the function of credit customers, see Structure and Concepts.
Current Credit Limit	This field displays the current credit limit for the selected customer in the default general ledger currency.
Current Status	This field displays the current status for the selected customer. This refers to the current Credit Check option in Customer Credit Rules. The Credit Check option can only be manually changed to All or None. All means to perform credit check rules on sales orders for this customer. None means to bypass credit check rules. When the Credit Suspend button is selected, the Current Status changes to Credit Suspend.
Open Sales Orders	This grid displays all open sales orders for the selected customer. This grid includes the following columns: Order Number - This column displays the order number for each open sales order. Customer PO - This column displays the purchase order number provided by the customer for each open sales order. Customer Code - This column displays the customer code for each open sales order. Billing Customer - This column displays the billing customer code linked to the customer code for each open sales order. Order Total - This column displays the total amount for each open sales order. Order Date - This column displays the date each open sales order was placed. Required Date - This column displays the date each open sales order is expected to be shipped. Order Class - This column displays the order class associated with each open sales order. Order Status - This column displays the status of each open sales order (Open, In Pick, etc.) Back Ordered - The check box in this column is selected for each open sales order that has backordered products. On Hold - This check box is selected for each open sales order that is on hold. This check box is automatically selected for all orders if you click the Stop Orders or Credit Suspend button in the ribbon. This check box is automatically cleared for all orders if you click the Release All button in the ribbon. On Hold Reason - This column displays Credit Hold for orders that are on credit hold. Inv. Status - This column displays the invoice status for each open sales order. Credit Suspend - Select this check box for open sales orders for the selected customer you want to put on credit hold with an on hold reason of Credit Suspend. This check box is only enabled if All is displayed in the Current Status field.
Open Pick Demands	This grid displays all open pick demands for the selected customer. This grid includes the following columns: Pick Demand - This column displays the pick demand number for each open pick demand. On Hold - Select the check box in this column for open pick demands you want to put on hold. This check box is automatically selected for all open pick demands if you click the Stop Orders button in the ribbon. This check box is cleared for all open pick demands if you click the Release All button in the ribbon. Order Number - This column displays the order number for each open pick demand. Shipper ID - This column displays the shipper for each open pick demand. Zone - This column displays the zone associated with each open pick demand. Required Date - This column displays the date each open pick demand is expected to be shipped. Date Created - This column displays the date each open pick demand was created. Created By - This column displays the user ID of the user who created each open pick demand. Printed - This column displays yes if each open pick demand was printed. Sales Location - This column displays the sales location prefix for each open pick demand. Customer Code - This column displays the customer code on the order for each open pick demand. Customer Name - This column displays the customer name on the order for each open pick demand.