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1.  SOP Process Holds

Posted 7 days ago
Hello all, we are using SOP at a sales counter. Not perfect, but it works. The counter person is using an Invoice doc which has been setup with a credit limit hold which prevents the doc from printing if the hold is triggered. Some customers are under their credit limit, but may have an amount that is under the limit but overdue and that seems to be triggering the Hold. Also, apparently a customer had a credit memo sitting in 90 Days and that triggered the Hold. So, my question is; should the hold trigger when money is overdue by terms, but not over the dollar limit? and what about the false positive with the "overdue " credit memo?

Thanks and regards,

Bill Brennan

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William Brennan
Asst. Director of IT
Kurt Weiss Florists, Inc.
Center Moriches NY
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2.  RE: SOP Process Holds

SILVER CONTRIBUTOR
Posted 4 days ago
when the credit limit is setup on the customer card, you can specify if it's only a dollar limit or if its a dollar limit as well as an amount in an aging bucket.



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Michael Gummel
Prod Engineer
Paradigm Technology Consulting
Allentown NJ
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3.  RE: SOP Process Holds

Posted 3 days ago
Bill,

Regarding your response, when you set the dollar or aging limits, will it show a credit warning or actually put the account on credit hold when it is exceeded?

Thanks,

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Maggie Lindfors
MKC
Moundridge KS
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4.  RE: SOP Process Holds

TOP CONTRIBUTOR
Posted 3 days ago
  |   view attached
​Hi @Maggie Lindfors

I did a blog on this not too long ago with instructions.   I have attached it here if you'd like to take a look at it.


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Kindest Regards,

Jo deRuiter
"That GP Red Head"
Senior Financial Systems Consultant
Advanced Credentialed Professional-Dynamics GP
Chairman, GPUG Partner Advisory Board
Heartland Business Systems, LLC
Milwaukee, WI
770-906-4504 (Cell)
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Attachment(s)



5.  RE: SOP Process Holds

Posted 3 days ago
To Maggie, the process hold does not put the customer on hold, only the SOP document goes on hold.

Bill

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William Brennan
Asst. Director of IT
Kurt Weiss Florists, Inc.
Center Moriches NY
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6.  RE: SOP Process Holds

Posted 3 days ago
Hi Jo, thanks for the blog content, that is how we have it setup. They are using Invoices at the sales counter, so there is nothing to transfer. We are mainly using the print control to prevent printing the invoice, which the customer needs to leave with the product.

We have been using a simple credit limit, not using the fields that can check for a period balance not to exceed as noted in an earlier post, but are getting a Hold when the customer is below the credit limit, but overdue, say 90 days. Is that expected?

Bill

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William Brennan
Asst. Director of IT
Kurt Weiss Florists, Inc.
Center Moriches NY
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7.  RE: SOP Process Holds

Posted 3 days ago
Thanks Michael, we have not been populating those fields, only the credit limit amount itself.

Bill

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William Brennan
Asst. Director of IT
Kurt Weiss Florists, Inc.
Center Moriches NY
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