Following are the control maintenance records and authorization keys used with on-account sales.
Set the following control maintenance records:
Change Credit Hold Order Statuses To
Check Credit When Adding Items to Processed Invoices
Disable Phantom Processing For Credit Sales Orders
Include Open Orders In Credit Balance
Maximum Collection Days Date
Notify Credit Manager Of All Live Credit Releases
Notify Credit Manager of Pick Up Now Credit Holds
Order Status To Change To When Credit Is Denied
Prompt For Ship Date Change When Releasing Order From Credit Hold
Warn User If Customer Within X% Of Credit Limit
Warn User If Customer Within X% Of Past Due Limit
SOE.CREDIT.OVERRIDE
SOE.CREDIT.RELEASE
See Also:
Overriding Credit Holds or Denying Credit
Defining Payment Terms and Credit Control Parameters
Sales Management Setup Overview