Purpose
When a Sales Order is entered into Online Advantage, the customer’s account is credit checked and if it is found that the customer has insufficient credit available on their account the order is placed on a ‘credit stop’ status. Orders on credit stop are prevented from entering the Picking stage of Order Processing. Depending on circumstances, it may be desirable to release the order for Picking prior to the customer’s account being updated. For example, as a gesture of good will, or where payment for the account has been received, but just not processed in the Accounts Receivable ledger yet. Use this function to ‘release’ an order from credit stop so it may be processed.
Note that a credit release option is also available at the end of Sales Order Entry. That option links you to this process and is only available to user’s with security access to this function.
You may also use this function to place an order on credit stop status to prevent it from being picked if required.
This function may also be used to add a terms date where the order is held because it is waiting on terms negotiation to be finalised.
Data Input
Step 1 – Order Number
Order Number
Enter the existing order number you wish to work on. For details on the use of “codes”, see The Roles of “Codes” in Online Advantage
Orders where the customer is a ‘Cash Only’ account may not be entered here.
Return to the Top
Step 2 – Order Credit Release
Customer
Displays the customer assigned for this order.
Customer Order Number
Displays the customer order number i.e. their Purchase Order number.
Order Value
Displays the value of this order.
Order Date
Displays the order date.
Currency
Displays any currency selected for this order.
Currency Value
Displays the currency value of the order.
Status
Displays the order status.
Override Terms
Displays the override terms of the order. These can be different to the customers standard terms.
Ageing Date
If the order is held because the terms ageing date is missing, enter the ageing date here.
Order Credit Release
Select Release to release the order from ‘Credit Stop’ or Stop to put a ‘Credit Stop’ on this order.
Return to the Top