This application enables you to run the AR credit status check and set the Customer and Job statuses based on the results of that check.
Credit Hold utilises the ACCPAC API, meaning you can enjoy the same business logic that you experience when using Sage ACCPAC ERP.
It can access multiple companies, using your ACCPAC logins. All processing adheres to the ACCPAC business rules, protecting the integrity of your data.
A/R Customers are placed on/off hold based on their adherance to their terms.
Customer exclusions can be set, based on an Optional Field linked to a customer account (e.g. Closed, Debt Collection, etc.)
Jobs are placed on/off hold consistent with the status of the A/R Customer.
Placing a job on hold stops any stock or time being assigned to it, thereby reducing the chance of shipping goods to a delinqent customer.
All hold status changes are recorded along with relevent processing details and are logged per process.
Logs can be reviewed per session and are retained for later review.
Uses can elect to receive an email confrming that the Credit Hold process was run.
The session log will be attached as a text file for review.
Companies can be configured for automated processing, with the username and password stored in an encrypted form for security.
Silent login means processing can be scheduled for after-hours.
Once installed, run Credit Hold. If run from outside Sage 300 ERP it will prompt you to login to ACCPAC.
To assist with any diagnosis, the product keeps both a session log and an error log. These can be found in the credit-hold\logs folder. It should also take an automatic screenshot of any errors and these can be found in the same folder. When requesting support, please include the most recent session and error log and the most recent screenshot. They are date and time stamped so should be easy to identify.