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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Release Prepay Credit ...
Finance | Project Operations, Human Resources, ...
Suggested answer

Release Prepay Credit Hold

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Posted on by brownmed 55

Hello-

Currently we use the credit limit hold feature for prepay customers.  We will set the credit limit to all prepay customer to $0.01.  This will send all orders for these customers to Acct Hold.  The reason we do this is that in the past we have had issues of shipping orders for prepay customers before collecting the credit card payment.  

Now we are having issues that these orders are staying in the hold status for much longer than we would want.  Unfortunately the person who takes these orders (Customer Service) and payments are not authorized to release the hold.  This would be an easy fix, but we are not quite ready to give them the agility to release holds since the access is not limited to just prepay customers.

I am hoping to explore ways where we improve the process of releasing holds.  Does anyone have any suggestions that would be helpful?

Thank you in advanced.

Categories:
Microsoft Dynamics GP
  • Suggested answer
    Shannon Aune Profile Picture
    Shannon Aune on at
    RE: Release Prepay Credit Hold

    Hello,

    You can set up passwords to further restrict processing of your holds. The user must enter the password to remove holds from documents. Since you are talking about transfer holds, when you are setting up the Process Hold ID, you can mark to stop the transfer of documents from one document type to another until the hold is removed, which could be with a password as you mentioned.

    I hope that helps.

  • brownmed Profile Picture
    brownmed 55 on at
    RE: Release Prepay Credit Hold

    Hi Angela,

    We use Process Holds that need to be removed before transferring.  We are open to exploring other ways to handle holds, but right now this fits our processes with the exception of the issue I outlined in the original message.  I think an easy fix would be to have Customer Service be able to release only these type of holds after they initiate the CC payment.  Is there a way to limit their credentials/access to only release certain types of holds?

    I don't believe this is possible, but just trying to think of ways to help improve this process.  Looking forward to hearing  your thoughts.

    Thank you,

  • Angela Eckman Ebensteiner Profile Picture
    Angela Eckman Ebens... 1,216 on at
    RE: Release Prepay Credit Hold

    Hi,

    When you are talking about putting on a credit limit hold are you talking about a Process hold in SOP?    

    I know there is a Credit Limit Warning that can come up if you pass the credit limit.   But I'm just trying to verify what type of hold you are talking about.

    Is it one that is in the Sales Process Holds Entry window that has to be removed BEFORE you can transfer the order to an invoice for example?  Or one that has to be removed before posting?

    Please clarify.

    Warmest Regards,

    Angela Ebensteiner

    Microsoft Support

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