Program Description
This is a new program that has been added to the Order Entry Reports menu (OE-4-10). There is a new global field in the Order Entry Control File (Global Record 1) that activates this feature. The field is field 14 “Place Incoming Orders On Hold If AR Balance + Open Order Amount + Amount Of Order Is Greater Than AR Limit (Y'es,N'o,P'er)”. If this field is set to Y for yes or P for per order, when the operator ends out of entering an order in Order Entry, the program will compare the Bill-To Customer Numbers AR Balance plus dollar amount of open orders plus the dollar amount of the order that was just entered to see if it is greater than the AR Limit. If the customer is over the AR Limit, a message “Customer Is Over Credit Limit. AR Balance = #####.## Open Order Amt = ######.## Credit Limit = ######.##” will display. If the global option is set to Y for yes, the operator will be asked “Order Will Be Put On Hold Status. Press Return To Continue.” The operator must then press the return key and all of the normal files will be updated. However, the order will not be able to be printed unless printed specifically, and the order can not be released. If the global option is set to P for per order, the operator will be asked “Do You Wish To Put The Order On Hold Status (Y/N)”. If the operator would like the order to be put on a hold status, they should enter Y for yes. A N for no should be entered if the order should not be put on a hold status.
This listing program should be used by the credit person to see what orders are on credit hold. The credit person can use this report to go into Order On Hold File Maintenance to clear the hold indicator once the credit has been approved.
The listing does not have any prompts. It will print all orders that have the hold indicator set to Y for yes. The report is sorted by Bill-To Customer Number, Ship-To Customer Number and Order Number.
Example: