Frequently Asked Accounting Questions:
Why is my order on Credit Hold?
Answer:
1. First go to Sales Orders and key in the customers account number to see their orders and their status.
Customers often get confused between CH (Credit Hold) and CSR (Customer Service Hold).
Determine which hold they are referring to.
A CSR hold is in RED - this usually means we are waiting on a reply from the customer on their order so we can process the order and send the PO to the factory. Search in FD first to see if there are any unanswered questions OPS is waiting on.
2. If there is no CSR hold on their orders, and there is a CH hold, contact Accounting to inquire why they are on CH. Accounting will reach out to the owner of the business to discuss with them. If the Pro Team is talking to the owner of the business, they can let them know they are past due on invoices. If they are speaking to an employee of the business, they can ask them to check with the owner.
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