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We have customers who are sporadically being placed on credit hold. They are not over extended on their limit or late on payments, they just on occasion are plced in a holding status. Any insight into what may trigger this would be helpful.
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GP adds all open sales transactions into the credit hold calculation, so that's a good place to start. When a customer ends up on credit hold, add up their total outstanding AR balance and any open sales orders and invoices (even the unfulfilled ones), and see if that total is greater than their credit limit.
You can also drill into the detail on the customers credit and see if there is an additional restriction such as: credit limit = 25,000.00 or 1.00 if over 30days balance > 0.01.
Hope that helps you find it!
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André Arnaud de Cal...
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