Use this procedure to create a work-around approach that the Purchasing and the Credit departments can use to release for releasing credit holds on direct purchase orders. First you set up the work-around in Terms Maintenance, then you can use the work-around when purchases are made.
To set up the work-around in Terms Maintenance:
From the Maintenance menu, select Terms to display the Terms Maintenance window.
For each terms code currently defined in Terms Maintenance, create an identical terms code with “-O” appended to the terms code ID. The “O” indicates that this is the override version of the terms code.
From the Options menu, select Credit Control to display the Terms Credit Control Override window.
Select the Disable Credit Control checkbox.
Click OK to save the information and return to the Terms Maintenance window.
To use the work-around:
Purchasing sends a tracker to the Credit Department requesting a release of the credit hold on a Direct.
After checking it out, the Credit Department releases the hold by going into the Header screen of the order and changing the assigned terms code to the override version of that terms code, which has credit control disabled.
The Credit Department then appends to the tracker, telling Purchasing that they can now send the order.
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