How Does a Customer Credit Hold Affect?

AI generated answer (using internal Slack threads):

A Customer Credit Hold in NetSuite affects the ability of a customer to place orders, receive invoices, or have their orders shipped. When a customer is placed on a credit hold, it means that they have exceeded their credit limit or the Hold Field has been manually set to On/Off. In the scenario where a customer is approaching their credit limit, one approach could be to calculate the available credit and display this on the form. Then, a validate line could be run to check if the new line would push the order over the available credit. Another approach could be to use a "Save as Quote" button on the sales order form. If the credit limit was hit because of the order being entered, the user could simply save as quote and at a later date, save the quote as a sales order. In terms of reporting, a credit hold report can be built using a customer saved search where credit hold = T. Columns for Company name, Hold limit, and Balance can be added to this report. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******