An order stuck on credit hold
Harbor Electric Co-op calls: their latest order hasn't shipped. Nobody told sales it is held for credit.
You are
Rachel Dunmore, Sales Manager at Aurora Components.
The situation
Harbor Electric Co-op calls: their latest order hasn't shipped. Nobody told sales it is held for credit.
An order held on credit sits with no visible owner: sales sees an order, finance sees a limit. Here you ask.
Step by step
Each step as it looks in the demo installation, on Aurora Components (Demo).
Open Dynocortex → Chats and ask
"Why hasn't Harbor Electric's latest order gone out?"
Ask
"What would they need to pay to release it, and who can release it?"
Open Accounting → Customer Credit Balance (or search for it) from the answer, and find Harbor Electric Co-op.
What a good answer contains
- Harbor's newest sales order is still a draft, and its total, with what Harbor already owes, is over Harbor's credit limit.
- The payment that would make room for the order, worked out from the limit, the open invoices and the order.
- Who acts: Rachel (customer credit) can raise the limit; Ellen (controller) chases the payment.
What the full product does beyond the demo
The held order shows on the sales manager's Home the moment it's held, with a card to raise the limit that only someone with customer credit authority can approve.
Answers are worded afresh each time, so yours will read differently. The demo company is made up, and its data goes back to the start every night.