Customer Credit Limits and Credit Hold in MYOB and WMS

Created by Datapel Integration, Modified on Fri, 6 Jun at 4:28 PM by Datapel Integration

Description

The following support note describes the steps how to lock customer from obtaining credit.

Detail Steps

STEPS in MYOB

1. Open your MYOB company file.
2. Open Card list from Card File register.
3. Click on Customer Tab.
4. Pick your customer and open the card file.
5. Click on Actions.
6. Click on Edit credit limit & Hold.
7. Make changes to the customer credit limit or select on Credit Hold.
8. Click OK.

Preference options in WMS

1. Login as Superuser to change these preference if required.
2. Tools > Preferences > Sales Tab “Always show alert when over credit limit”.
3. Tools > Preferences > Security Tab “On Hold LOCKS Order at current status”.

Related Information

MYOB on hold is only updated to WMS during the MYOB/WMS replication.