Estimate to Booking bug - Credit On Hold

Estimate to Booking bug - Credit On Hold


Hi Stores, when making an estimate into a booking, we have found that the status sometimes is going to Credit Hold, instead of On Hold, this is an older issue and not related to the updates this week, but we are finding that some stores are actually cancelling the sale thinking its wrong or something, easy to understand why this might be done BUT if it is cancelled you will then get a 500 error when trying to check it out to POS.


If you find one of these sales orders, ( Credit On Hold) in POS, PLEASE first confirm if it’s a current booking, or genuine sale, and if so do a status change in sales order management to status 20 On Hold, Do not void the sale until you have 100% confirmed it is not required, once cancelled we cannot recover it for you.





    • Related Articles

    • Sales Order Status codes

      sosd_status sosd_description 00     Being Entered                                      01     Periodic Order                                     02     Quotation                                          03     Request for ...

    • Purchase Order Status Codes

      Order Status Combo 00 - Being Entered 01 - Periodic Order 02 - Quotation Required 03 - Quotation Printed 04 - Blanket Order 06 - Contract 10 - PO - Approval Required 11 - Backorder 13 - Return - Approval Required 15 - For Transmission 20 - Requistion ...

    • Refund or Credit, Including Merlin

      Other sales – Refund/Credit Located on the Home screen, the Other Sales button opens a new layer of buttons giving the user a selection of options to carry out a specific function, the Other Sales button selection includes Estimate, Transfer, Account ...

    • Booking wont open

      Booking won’t open If a scheduled booking brings up an error message when opening the booking, type /vehicle onto the end of the URL in the browser and this will open the vehicle page, make a small entry in the page, and save it, the booking will now ...

    • Purchase Order -Return parts to a Supplier or Warehouse - HO or Supplier Stock Credit Notes

      Parts Return, Processing Supplier Credit Note for Stock This process should be carried out Prior to sending stock back to the supplier and can be carried out with or without the original Purchase Order number being known. Select Purchase Orders on ...