OE Blanket Releases on Hold

[ChrisP520]

Greetings:

For some reason, the latest round of releasing OE blanket order has caused the regular "O" type orders that were created to be created with the Credit Hold flag on the order header set to "H".

We ran audit trail reports on the customer table for the customers in question and we do not show any of them as being put on credit hold in AR maintenance at the time the orders were relased.

Also, we ran audit trail reports for the "O" orders that were created from the blanket release process and they do not show the hold flag as being set to "H".

Any ideas on why this has happened?

We are running Progression SQL 7.6.300C, on SQL2000.

Thanks,

Chris

 

[dgillz]

This can happen independant of the credit hold flag in the ARCUSFIL. How is your OE setup file configured in terms of putting orders on credit hold?

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"making predictions is tough, especially about the future" - Yogi Berra

 

[ChrisP520]

dgillz:

Thank you for getting back to me. The only things I see in OE set that are related are:
"Hold Override" which is set to "Allowed"

and

"Credit Limit" which is set to
Override - "Warn"
Method - "Terms"
Percent - "0"
Days - "0"

I don't see anything else regarding hold or credit in the OE setup file.

Chris

 

[NEmacGuy]

Your setup is any customer that has an invoice which is on or beyond terms will be suggusted to be put on hold during order entry. I think this is a YES/NO question during OE.
Run an aging, are there invoices past the due date ?

 

[ChrisP520]

Hello NEmacGuy:

Thank you for the info. I think that we've found our culprit. It seems that Macola is taking the safe way out. Since you do not actually enter the regular "O" type order when releasing blankets, it looks like Macola is setting answering "Yes" automatically to the "Do you want to put the order on hold" message that would have come up if you were entering a regular "O" type order.

We confirmed that each of the customers that had orders released had balances over their credit terms.

Again, thanks.

Chris

 

[dgillz]

Chris,

I would write this up as a bug and report it to Exact, the release of blankets should follow the same rules as manually entering an order.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"making predictions is tough, especially about the future" - Yogi Berra