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Once all the home tab information has been entered, click the Save toolbar icon.

Credit hold processing

NorthScope has a feature to place orders automatically on a credit hold, when a customer assigned to the sales order has or is about to exceed the set credit limit. The credit limit for customers can be entered on the customer record (Sales Order >Customers). The Credit Hold preference is located in Sales Order module’s preferences and the preferences is called ‘When credit limits are exceeded’ and it allows users to select one of the following setting:

• Ignore: The system ignores the credit limits.
• Warn: A warning prompt is displayed for the user, but the order is not placed on a credit hold.
• Place on Credit Hold: A warning prompt is displayed for the user and the order is automatically placed on a credit hold.

If the preference is set to Warn. The system will automatically display a warning prompt for the user, but allows the user to continue processing the order after closing the message prompt.

If the preference is set to Place on Credit Hold, a message prompt is displayed for the user and the Sales Order Hold Code field automatically populates with value Credit Hold. When the order has been placed on a credit hold, the user is prevented from proceeding with the order processing. The credit hold can be manually removed by clicking the Hold Code menu and selecting an empty value. This allows a user to proceed with the order.

Step 3: Editing the grid contents and allocating items.

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