dynamics gp process monitor remove process 2018

Restrict the printing of invoices until addresses have been verified.Prevent posting of documents until a manager approves the transactions.Require a manager‘s approval before a return can be posted.For example, you can set up process holds to:

Process holds are user-defined restrictions that control the processing of sales documents at different stages of the sales cycle. You can use the Sales Process Holds Setup window to create process holds to assign to your sales documents. If you mark Amount, you also must enter the credit amount being extended to this customer.Ĭlicking on the Credit Limit Expansion button opens the Display Credit Limit Warning window where you can specify that an alert message be displayed if the customer’s balance exceeds a particular sum, either in total or during a specific aging period. You can also set a credit amount for a customer, and mark whether this customer has no credit, an unlimited amount of credit, or a specified credit limit. To put a customer on hold, simple mark the “Hold” checkbox next to their customer ID in the Customer Maintenance screen. You still can receive payments from customers on hold, but nothing will ship to them. You may want to do this, for example, if the customer has an unpaid balance, a shipping address hasn’t been verified, or any other reason.

In Microsoft Dynamics GP, you can use customer or sales process holds to prevent any further sales to a customer.

Dynamics gp process monitor remove process 2018