-
New to NetSuite | Order to Cash: Customer Credit Limits and Credit Holds
Credit Limits and Credit Holds help manage the amount of credit extended to customers. If a customer is behind on payments or reaches a designated credit limit, NetSuite can restrict the entry of new sales transactions on credit. The customer remains restricted from placing new orders until outstanding invoices are paid or…
-
Enforce Credit Hold with Warn Only Preference
Hello, I have a question about credit holds. We currently have the field id: CUSTCREDLIMHANDLING set to "Warn Only" under Setup>Accounting>Accounting Preferences. Is there a way to enforce holds on certain accounts while keeping "Warn Only" as the general preference? There are only a few customers where we want to prevent…
-
How to set field value Credit Hold field to Off on Customer Record using workflow
Hi! I am trying unsuccessfully to make a Customer WF, which action is to set field value Credit Hold (field) to static value, selection: Off. When I check the customer record, under system information, workflow history I see the state runs, but Credit Hold does not change from Auto for example to Off (as indicated on the…
-
How to enable the Credit Hold field to be editable?
What permission allows a role to edit the credit hold field? For the life of me I can't find it. To be clear I want a specific role to be able to change a customer's Credit Hold status.