If you have proper permission, you can mark a customer as exempt from the automated process that determines whether a customer has delinquent Account Receivables (AR). Although you can see whether the customer is exempt in the Options tab in Customer Information, you change this status in Customer Maintenance.
The following steps walk you marking a customer as exempt:
1. Choose Function→Customer→Customer Maintenance, as shown in Figure 1.
The Customer Maintenance window appears (see Figure 2).
2. Enter the customer you want to view.
3. Click on the Options tab.
4. Click on the Exempt from Auto Financial Hold check box to mark the customer as exempt from the automated process (see Figure 3).
The Exempt from Auto Financial Hold check box will always display but will only be enabled for selection if the user has the proper security. Remember: By default, the Exempt from Auto Financial Hold check box is unchecked.
5. When you’re done making changes, click on the Save button in the toolbar (see Figure 4).
Your changes apply to the entire customer account.
