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SOP Process Holds

  • 1.  SOP Process Holds

    Posted 04-13-2018 03:53 PM
    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 04-16-2018 09:30 AM
    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 04-17-2018 08:48 AM
    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 04-17-2018 08:51 AM
      |   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)
    ------------------------------

    Attachment(s)



  • 5.  RE: SOP Process Holds

    Posted 04-17-2018 01:20 PM
    To Maggie, the process hold does not put the customer on hold, only the SOP document goes on hold.

    Bill

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



  • 6.  RE: SOP Process Holds

    Posted 04-17-2018 01:25 PM
    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

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



  • 7.  RE: SOP Process Holds

    Posted 04-17-2018 01:27 PM
    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
    ------------------------------