For most companies, a credit hold applied to the entire customer, and its the responsibility of the home office to enforce ordering practices in the remote offices. Your Sage customer is unusual.
Can you set different credit limits for the child customers? Set them really low might fix this. Or turn the children to Inactive.
It sounds like they are National Accounts as a fancy ship-to mechanism only, not as an ordering entity at all. If that's the case, maybe you fix it by just collapsing it all to a list of Ship-to's attached to the parent?
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Jerry Norman
President, 90 Minds
Smartbridge Partners
512.419.1444 x112
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Original Message:
Sent: 09-30-2019 11:55
From: Therese Logeais
Subject: Bill-to/Sold-to credit hold
Yeah, a script was my next option but was trying to use the system as I thought it was designed. What's the purpose of having an option as to whom to use for the credit hold if it makes no difference???
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Therese Logeais, Technology Integrators
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Original Message:
Sent: 09-30-2019 11:41
From: Kevin Moyes
Subject: Bill-to/Sold-to credit hold
Checkbox for "No SO" into AR_Customer, and a little column pre-validate script to reject the customer # in SO Entry when it UDF = "Y".
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON