Account

Credit Hold Pro

AU$695 (Excl. GST)

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.

Please review our refund policy!

Version:

2019.1.0.8
Last Updated:

21 Oct 2019
Date Created:

27 Jun 2016
License:

GPL v2 or later
Type:

Paid Download
Includes:

C
Compatibility:

Windows 7+ Win Server 2008+
Requirements:

Sage 300 ERP 6.4+

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Documentation

ACCPAC API

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.

AR Customers

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.)

PJC Jobs

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.

Session Logs

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.

Email Notifications Optional

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.

Automated Processing Optional

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.

Pushbullet Integration Optional

Processing notifications can be sent to a Pushbullet account or channel, facilitating group notifications with ease.

Requires an account at http://www.pushbullet.com
2019.1.0.8 (21/10/2019)

Changed - Fixed Customer Credit Status Reset process

2019.1.0.7 (18/09/2019)

Added - Added ability to install against a TEST company

Fixed - Updated Trial Mode for logging

2019.1.0.6 (18/09/2019)

Changed - Adjusted the Credit Check processing switch back to Pre-Check

Changed - Changed the field that displays in the Session Log

2019.1.0.5 (18/08/2019)

Changed - Adjusted the Credit Check processing switch from Pre-Check to Credit Check

2019.1.0.4 (17/08/2019)

Added - Locked to single ACCPAC company ID at reseller request

Added - Cancel processing with Esc key

Changed - Licensing suspended

Fixed - Minor UI fixes

2019.1.0.3 (15/08/2019)

Added - Jobs Check option

Added - Ability to exclude Customers by AR Status Optional Field

Changed - Resolved install script issue with DLL registration

Changed - UI changes to place Processing settings on the main screen

Changed - Updated the Progress Bars

Removed - Obsolete settings

2019.1.0.2 (14/08/2019)

Changed - Small UI updates

Changed - Log Footer formatting

Changed - Updated Tips/div
Removed - MS Office checking

2019.1.0.1 (31/0/2019)

Added - Progress Bar

Changed - Jobs on hold processing enabled

Changed - Logging details improved

Changed - Session Log tab disabled if no processing

Changed - Give Session Log tab the focus after processing

Changed - Disable Process button after processing

Removed - Current button from the Logs screen

2019.1.0.0 (30/07/2019)

Added - Toolbar buttons

Added - Advanced error logging

Added - Advanced processing logging

Added - Logs Manager

Added - Improved licensing

Added - Update checking

Changed - Moved automated running switch from Settings screen to command line

Changed - General code cleanup

Removed - Marathon Utilities

2016.0.0.0 (15/07/2016)

Added - Marathon Utilities

Added - Status Bar to display progress

Added - Options for Tip of the Day, Splash Screen and Maximised on Startup

Added - Logs Manager (to be expanded in future release)

Changed - The Help, About screen

Changed - Moved settings from the Windows Registry to an INI file

2015.0.0.0 (02/01/2015)

Added - First release candidate
- Download the installer and save on the server
- Click Next to progress past the welcome
- Agree to the license agreement
- The install folder should default to "custom\ credit-hold" as a subfolder of the ACCPAC folder. Accept this!
- Accept the component parts that will be installed
- Click Install (or Upgrade) to commence the installation
- Review what got installed and click Next
- Review the Change Log and allow the component to start (optional)
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.