Article ID: 123655, created on Nov 24, 2014, last review on Nov 24, 2014

  • Applies to:
  • Business Automation

Question

There is a specific account that never needs to be put on hold automatically, only manually. How to achieve it, without making changes to the other accounts?

Answer

If account is put on hold automatically is determined by the settings from the credit terms. Credit terms are assigned to the customer through the customer class. It is not possible to assign different credit terms to the accounts belonging to the same customer class.

To achieve the described result is required:

  1. Create new credit terms:

    Home > System > Settings > Service Terms, Add New Credit Terms

    set an option "Put Account on Credit Hold" to Manually

  2. Create a new customer class

    Home > System > Settings > Customer Classes, Add New Customer Class

    for Credit Terms choose newly created terms from the step 2

  3. Change the required account's customer class:

    Home > Operations > Customers > Account ID, Edit button

Search Words

credit hold

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