Sunday, September 30, 2018

Hold field is missing on customer's Financial tab.

Problem:
 
Hold field is missing on Customer's Financial tab.

Symptoms:
 
User is unable find the Hold field under the Financial tab of the customer record even if the Standard Customer Form is selected. Other users using the same role can see the Hold field.
 
Solution/Workaround/Gotcha/Recommendation:
 
The Hold field is dependent on the Customer Credit Limit Handling preference of the user.

Navigate to Home > Set Preferences > Transactions tab > Customer Credit Limit Handling preference. Users are given three options - Ignore, Warn Only and Enforce Holds.

Set the preference to Warn Only or Enforce Holds for the Hold field to display on the customer record. 

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