ANS-0151 · SAVED SEARCHES & FORMULAS
How to Identify Sales Orders Affected by Customer Credit Holds
Learn how to create a custom field on Sales Orders to reflect a customer's credit hold status using a saved search.
Short answer
To track Sales Orders impacted by customer credit holds, create a custom field on the Sales Order. Use a transaction saved search with the 'customer: On Credit Hold' criterion to identify customers on hold, then update the custom Sales Order field to reflect this status.
Scenario
Users need to identify Sales Orders that are effectively on hold due to their associated customer being on a credit hold. While NetSuite allows a 'Payment Hold' status directly on Sales Orders, the core credit control often operates at the customer level. This solution focuses on reflecting a customer's credit hold status directly on Sales Order records.
Solution
To manage Sales Orders based on a customer's credit hold status, a custom field can be created on the Sales Order record to reflect the customer's status. This is achieved by:
Creating a custom field on the Sales Order (SO) record. This field will serve to indicate the credit hold status of the associated customer.
Developing a transaction saved search.
Configuring the saved search criteria to include the
customer: On Credit Holdfield.When a customer is identified in the results of this saved search, it indicates that the customer is currently on credit hold.
The results from this saved search can then be used to update the custom field on the corresponding Sales Orders, setting it to
checkedorTRUEto signify the customer's credit hold status.
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