JdeBlues
Well Known Member
Hi List,
At the Customer Master, i found the field "Credit Limit" which i believe allows us to track our customer's credit status. If customer's outstanding invoices exceed the credit limit amount, i expect JDE to place the customer on "credit hold" status and stop all shipments/sales processing until the customer remit payments.
However, in all my testing, i cant seem to get JDE to auto-set the customer credit hold. It seems like JDE will display the customer credit status correctly (after i run the "Credit Analysis Refresh" batch but JDE wont auto-set the hold status for me. Finance team has to monitor the status and manually set the customer on HOLD status.
Has anyone used this feature before? I believe JDE shd have kind of automation to set customers on credit hold, since it can check customer status is exceeding credit limit.
Pls share some ideas. Thanks.
World A7.3
At the Customer Master, i found the field "Credit Limit" which i believe allows us to track our customer's credit status. If customer's outstanding invoices exceed the credit limit amount, i expect JDE to place the customer on "credit hold" status and stop all shipments/sales processing until the customer remit payments.
However, in all my testing, i cant seem to get JDE to auto-set the customer credit hold. It seems like JDE will display the customer credit status correctly (after i run the "Credit Analysis Refresh" batch but JDE wont auto-set the hold status for me. Finance team has to monitor the status and manually set the customer on HOLD status.
Has anyone used this feature before? I believe JDE shd have kind of automation to set customers on credit hold, since it can check customer status is exceeding credit limit.
Pls share some ideas. Thanks.
World A7.3