Customer Hold Reason Codes

Overview:

The Customer Hold Reason Codes window allows you to create reasons for putting Customers or specific Customer Locations on hold. Hold codes are categorized as “Soft” or “Hard:”

• Soft – You can set up new work orders, but they are placed on hold.

• Hard – You cannot set up new work activity (work orders, maintenance contracts, or jobs).

You can also set up Hold Reason Codes without “hold” implications for information only purposes

Benefits:

• Applying a hard hold code provides the ability to place all work on hold and prevent setup of new work orders
• Applying a soft hold code provides the ability to place all current work on hold, but allow the set up of new work orders
• Ability to place customers on hold for information purposes only, and not place any jobs/work orders on hold or interrupt operations

Roles:

• Accounts Receivable Manager

Location:

• Billing & Accounts Receivable > Setup > Customer Hold Reason Codes

Video: