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Credit Hold Field

  • 1.  Credit Hold Field

    Posted 7 days ago
    Is there a single field in GP that gets set when a customer has exceeded the constraints of their credit terms (ie: exceeds maximum $, past due, etc.)?  I have a eCommerce site that I wish to use this field as a trigger to prevent the customer placing additional orders if GP indicates a credit hold should be in place.

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    Joseph Hohe
    VP Operations
    Auto Vehicle Parts Co.
    Cold Spring KY
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    Conference-GPUG_200x200


  • 2.  RE: Credit Hold Field

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Hello Joseph!

    In the Dynamics GP Sales module, you have the ability to set up 2 passwords related to Credit Limits:

    1. Receivables "Exceed Credit Limit"; and
    2. SOP "Credit Limit Holds".

    The first option will prevent you from saving a line item to an order if that line item will exceed the customers "available credit" unless you have a password.   The password must be specified before you can exceed the customer's credit limit.  This option is used in both SOP (quotes, orders, invoices, etc.) and Receivables (Invoices).

    The second option will only work if the first option is NOT enabled (i.e. there is no password).  These sales process holds are user-definable holds that can be assigned to SOP transactions (quotes, orders, invoices, returns, etc.).  The setup allows you to prevent the document from being Transferred, Posted, Fulfilled and/or Printed. When using this option with the Customer Credit Limits, you let the system automatically apply the hold for you.

    If you are referring to the Sales Order Holds, there is a table (SOP10104) that holds the data and is shared between work and historical transactions. Holds that are applied (active holds) have a value in the DELETE1 field of 0 and holds that were previously applied but have since been removed will have a DELETE1 value of 1.

    With one of my customers using an eCommerce site to GP (and using eConnect), if the eCommerce site tried to pass an order to GP where it would put the customer over their credit limit, the order is denied (does not get created in GP). A validation error will occur "Customer credit limit has been exceeded."  This was thrown for them because a password was in use.  I do believe other logic could be written on your eCommerce site that could calculate if the customer was going to exceed their credit limit but still have the order created and placed on hold.  For us, we decided the hold would be visible on the eCommerce site and not create an order in GP.

    I hope this information is helpful and look forward to see any other responses from other GPUG users.

    Thank you, 



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    Jamie Evenson
    CEO
    Najaxa Software
    Las Vegas, NV
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    Conference-GPUG_200x200


  • 3.  RE: Credit Hold Field

    Posted 5 days ago
    Hi Jamie,

    I'm new to GP.  Can you tell me where in GP you can configure your 2 options?
    I know you talked about the sales module, but where in the sales module?

    Thank you.

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    Martin St-Pierre
    Humanware Technologies
    Drummondville QC
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    Conference-GPUG_200x200


  • 4.  RE: Credit Hold Field

    SILVER CONTRIBUTOR
    Posted 5 days ago
    Hi Martin,

    In the Sales series you have Receivables and Sales Order Processing.  I assume you found the Receivables option so I won't go into that.

    For the SOP setup, you will want to set up the Sales Process Holds.  You can get there by clicking on the Sales navigation pane and under the Setup area page, select Process Holds. Complete the following:

    • Enter the Process Hold ID and Description. 
    • Specify a Password if you want users to enter a password in order to remove the hold. 
    • Mark the items you want to "Apply Hold To". 
    • Click Save.
    Once you have completed your Process Hold setup, you will need to specify which order/invoice types you want to automatically apply a credit hold to.  In the same area page (Setup), click Sales Order Processing to open the Sales Order Processing Setup window.  In the lower left-hand side of the window, click the Sales Document Setup button and choose your document type (Order, for example).

    • Select your ID.
    • Select the appropriate process hold in the Credit Limit Hold ID field. 
    • Click Save. 

    Now, when you enter an order using this Order ID and this order will exceeds the customer's credit limit, the process hold specified will automatically be assigned to the order.

    IMPORTANT: In order for this functionality to work, you CANNOT have a password specified for the "Exceed Credit Limit" option in Receivables Management Setup.

    When entering an order that exceeds the customer's credit limit, a warning will be displayed.  Choose Continue and the hold will automatically be applied to the order when it is saved.

    Let me know if you need anything else.

    Thank you!


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    Jamie Evenson
    CEO
    Najaxa Software
    Las Vegas, NV
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    Conference-GPUG_200x200


  • 5.  RE: Credit Hold Field

    Posted 5 days ago
    Thank you very much Jamie,  it's very helpfull.

    Have a nice day.

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    Martin St-Pierre
    Humanware Technologies
    Drummondville QC
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    Conference-GPUG_200x200


  • 6.  RE: Credit Hold Field

    SILVER CONTRIBUTOR
    Posted 5 days ago
    You are most welcome, Martin.

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    Jamie Evenson
    CEO
    Najaxa Software
    Las Vegas, NV
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    Conference-GPUG_200x200


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