Release Orders on Credit Hold
This article shows how to release orders on credit hold in xRMS. Orders are often placed on hold due to credit reasons. The Order Entry clerk can enter the order, while a manager reviews the orders put on credit hold and releases them individually so the customer can still receive the delivery on time.
Main Process
Select the xRMS Main Menu.
Select the Order Menu.
Select Release Orders. The following screen displays.
Enter a Load Date From (or leave blank).
Enter a Load Date To (or leave blank).
Select a Delivery Date to Override (used during holidays).
Enter a Customer Number to search by.
Enter an Order Number to search by.
Enter a Route Number to search by.
Enter a Distribution Center to search by.
Enter an AR Clerk to search by.
Make a selection based on the criteria above: Include All, Select Individual, or Exclude All.
Select Apply to release the order(s) from Credit Hold.
Once the user selects Apply, a message will appear displaying the number of order(s) released from credit hold.