[Matthew]

Is there a way to enable customer service to see the status of a customer's credit status when an order is raised or saved. When an order is raised, customer service cannot see if the order has been released or is being held because of the account credit status.

Thanks.

[COBS Tech Support]

You can control this via Installation Workshop. From the main menu select Install|Sales Orders, then under the Authorisation area set "When Not Authorised" to "Suspend" if your software is not already set to this. Save your changes and exit Installation Workshop.

Now, when you are in a sales order and want to see which (if any) orders are on status (credit) hold, just click on the 'Tran' tab (right top corner) and all the orders will be listed there. The Status column should say 'suspended' for any order on credit hold.