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

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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."