How to Release Credit Hold

Go to: Accounts Receivable > Open Items > Credit Approval Queue

Step 1 - Populate Search Criteria and then click Search

Step 2 - Review for Release

1.   Select an order to review and either:

a.    Double click on it or

b.    Click the “Review Details” button

Step 3 - Review the account and determine if you want to approve, pend, make this a COD order, or cancel the order

NOTE:  Upon Clicking on the “Approve” button the next order on credit hold defaults into this screen.