RE: customer / credit hold

If the Credit Check is not passed in ORD500 then it is that Order that is
put on Hold. The Customer is not put on Hold nor are previous orders. It is
perfectly valid to ship an old order that had already passed the Credit
Check in ORD500 as it is included in the value below the Credit Limit
threshold.
You didn't mention whether or not you had changed the Credit Limit Amount or
Days since the old order was entered.

We are on BPCS CD


        -----Original Message-----
        From:   Mike.Burgess@tokheim.com [SMTP:Mike.Burgess@tokheim.com]
        Sent:   Wednesday, October 17, 2001 7:17 PM
        To:     bpcs-l@midrange.com
        Subject:        customer / credit hold


        i have a scenerio listed below in which BPCS allows a customer, who
is put
        on customer hold, to get their orders that were processed prior to
this
        hold being implemented shipped.

        can anyone provide some information / things they have done to help
with
        this situation.

        In BPCS a customer order goes on credit hold when the order amount
is over
        the customers credit limit.  This is calculated by BPCS by adding
the open
        AR balance plus the open order balance.  Earlier orders are not put
on
        hold.  Orders are released from this hold when their AR balance is
reduced
        by payments or credits that have been issued or can be overridden
manually
        by the credit department.   One customers orders were no longer on
credit
        hold as we had received a payment from them last week.

        In BPCS when a customer is placed on customer hold only orders that
are
        entered after the customer is on customer hold are placed on hold.
Unless
        an order already in the system is maintained, orders entered prior
to the
        hold being turned on do not go on customer hold.  Customer hold is
not
        retroactive.  So this customers orders were not on customer hold as
they
        had been entered prior to being placed on customer hold.

        In the BPCS customer master there are flags to check customer and
credit
        holds at time of order entry (which is the one we generally use),
and one
        to check for hold at time of order entry and time of pick release.
If you
        use the flag to check at time of pick release, and there is an order
that
        we've decided to ship and released the specific order from hold,
even
        though the customer is on credit or customer hold, it causes a loop
in the
        shipment function which will not allow the order to be picked.  The
        customers flag had been changed back to check order at order entry
only,
        because of some no charge orders that needed to ship.

        Therefore, the system allowed the customers orders to be shipped
even
        though the customer had been informed that there would be no
shipments
        pending receipt of  $30k for their past due balances and we had put
them on
        customer hold.


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