About customer credit hold

You may encounter an unfortunate situation when a customer has not paid for a long time and has not responded to any inquiries or requests for payment. You might have notified the customer about due invoices with a series of dunning letters or in some other way. You can put a hold on the customer's credit until the issue is resolved.

An employee who is authorised to manage customer credit can apply credit holds to the customers involved by using the Manage credit holds (AR523000) window. Once a credit hold has been applied to a customer account, no new sales orders or invoices can be created for this customer.

An authorised user can manually release a customer from credit hold by changing the customer status from Credit hold to Active.
To do this, the authorised user's role should have access to the Status field of the Customers (AR303000) window.