Manage credit holds (AR523000)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

By using this window, you can place customers that have overdue invoices and have received the final dunning letters on credit hold; you can also release them from credit hold after they have paid.

The window toolbar

Button	Description
Process	Initiates the processing, based on the selected action, of the customer accounts you have selected.
Process all	Initiates the processing of all customer accounts listed in the table.

The top part

Here, you can select the action to be performed if you click Process or Process all.
Also, you can specify the time interval during which the final dunning letters were generated.

Element	Description
Action	The operation the system performs if you click Process or Process all. The following options are available: Apply credit hold: Prevents users from creating any new sales orders for the selected customers. If you select this option, the table will include only the customers eligible for applying the credit hold. In other words, the table will include the customers for which the final dunning letters were generated and the credit hold was not applied. This rule applies only when the Show all check box is not selected. Release credit hold: Takes the selected customer accounts off hold so that new sales orders can be created. If you select this option, the table will include only the customers eligible for releasing the credit hold. In other words, the table will include the customers for which the final dunning letters were generated and the credit hold was applied. This rule applies only when the Show all check box is not selected.
Show all	A check box that you select to have the table include all the customers for which the final dunning letters were generated in the specified date range. If you do not select this check box, the table will display the customers as specified in the description of the Action field.
Start date	The starting date of the date range within which the final dunning letters were generated. Date selection is available only if the Apply credit hold action is selected.
End date	The ending date of the date range within which the final dunning letters were generated. Date selection is available only if the Apply credit hold action is selected.

The table

This table contains the list of customers for which the final dunning letters were generated in the specified date range.

Column	Description
Customer no.	An ID of the customer account.
Customer name	The name of the customer.
Dunning letter date	The date when the final letter was generated. The column is available if the Dunning letter management functionality is enabled in the Enable/disable functionalities (CS100000) window.
Overdue balance	The overdue amount owed by the customer.
Customer balance	The total amount of the open customer documents.
Status	The status of the customer account.

Related concepts

About customer credit hold

About credit policy application

Manage credit policy - overview

Manage parent-child relationships - overview

About setting up parent-child relationships

About balance consolidation

About removing relationships

Manage dunning letters - overview

Related windows

Prepare dunning letters (AR521000)

Print/release dunning letters (AR522000)