Conditions That Place an Ecommerce Order on Credit Hold and How Those Conditions Get Determined

During checkout, the following logic is utilized to determine whether an Ecommerce order is automatically placed on hold in the system after it is generated:

  • Check over Credit Limit
    • If
      • Order Entry Setup>Credit Limit Method is Both or Credit Limit and
      • Order Entry Setup>Credit Limit Override is set to Warn or Prevent and
      • Customer.Balance + Customer.OpenOrders > Customer.Credit Limit
    • then:
      • Place order on Hold
      • Set Credit Hold Reason to "Customer over their credit limit"
  • Check over Terms
    • If
      • Order Entry Setup>Credit Limit Method is Both or Terms and
      • Order Entry Setup>Credit Limit Override is set to Warn or Prevent and Customer.AmountOverTerms > 0
    • then:
      • Place order on Hold
      • Set Credit Hold Reason to "Customer over their terms"
  • Check customer on account hold
    • If Customer.OnAccountHold then
      • Place order on Hold
      • Set Credit Hold Reason to "Customer on account hold"
  • Check for mail in check
    • If Site Setting.MailInCheckEnabled and Cart.Terms = SiteSettings.MailInCheckTerms  then:
      • Place order on Hold
      • Set Credit Hold Reason to "Check is in the Mail."