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: