If I enter automatic credit hold terms in 9TERMS, is there any way to have Cetec notify me when a customer is automatically put on credit hold by Cetec? I do see that I could sort in the Sales/Customers/CustomerList screen.
@sbeausoleil I don’t believe there’s an automatic system notification for customers going on credit hold. Quotes and Orders will display the customers credit hold status and if they are on credit hold a user will not be able to commit quotes to order and orders will not ship. I think your best bet is to create a custom report from the customer list to see which customers are on credit hold.
Thanks!
CetecERP Support