Hi Jimmy,
I'd like to add a little to Cecile's fine explanations of Holds.
You asked about the Credit Limit Hold ID field vs the Holds button on the SOP Document setup screen. They do have two different purposes.
The Holds button on the SOP Document Type setup screen.
This is what you use if you want a hold to be automatically assigned any time this document type is used. For example, I have a client that has a hold automatically assigned to every order. When the order is ready to invoice, the hold is removed. Once the hold is removed, it triggers the accounting department to transfer the order to an invoice and bill the customer. Using the automatic Hold allows the Order department to process orders without the risk of having the order invoiced prematurely.
The Credit Limit Hold ID field on the SOP Document Type setup screen.
This is a special feature that will work so long as you do NOT have a password on the 'Exceed Credit Limit' selection in the upper right-hand corner of the Receivables setup window. None of the other passwords matter. If you have a Hold ID designated in the field on the Document Type setup window, and no password on the RM setup window, then whenever your customer makes an order that throws the credit limit warning message, the identified Hold will automatically be placed on the document.
This is a fabulous feature because it allows your salespeople to take the order, but can prevent the order from moving forward, depending on the way you've set up the Hold.
In short, the Hold button is what you use to assign an automatic Hold every time, and the Credit Limit Hold field is what you use if you want to automatically assign a hold if the the credit limit warning message is thrown.
Please let me know if you have any questions.
Kind regards,
Leslie