Sales Order > Sales Order > Sales Order Reports > Credit Hold Sales Order Report

The Credit Hold Sales Order Report provides information on the sales order that are put on credit hold.

This report can be used to help identify the sales orders that are yet to be released from credit hold.

To print the Credit Hold Sales Order Report, perform the following steps:

1.Access the Credit Hold Sales Order Report function from the Open Sales Order group under the Reports menu in the Sales Order module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

To show multi-currencies in the report, select the option with 'multi-currency' in the layout name. Note that this layout option is only available if the multi-currency feature is activated.

5.In the Report Configuration area, define the report filters. Depending on the Sort By option you choose, you may mark the Individual checkbox if you want to generate the report for a single sales order, customer, salesperson, pay code, and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Click the Preview or Print/Quick Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Credit Hold Sales Order Report function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oSales Order #

AccountMate displays the Sales Order document when you double-click the SO # in the report.

oCustomer #

AccountMate displays the Customer Profile when you double-click the customer # in the report.

oItem #

AccountMate displays the Item Profile when you double-click the item # in the report.

Credit Hold Sales Order Report

Credit Hold Sales Order Report

See Also