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ROI+ SERVICE BULLETIN 02-01-2017 Credit Hold Removal
PROBLEM:
Some clients use the ROI+ Credit Hold tool to manage fee collections from Requestors. Not only does it assist clients in notifying Requestors who have not paid their invoices, but it also alerts clients to suspend the processing of requests from those Requestors until invoice(s) on Credit Hold have been paid. However, some clients have experienced a problem with the Credit Hold flag not being removed, causing the Requestor to incorrectly appear to be on Credit Hold.
DETAILS:
After a client manually sets a Requestor’s invoice(s) to Credit Hold in the Payment Tab (see Figure 1), an alert appears on the Create New Request screen (see Figure 2) each time a new request from that Requestor is logged in, which reminds the user that the Requestor is on Credit Hold. Furthermore, each subsequent, logged request from the Requestor is automatically marked with a Credit Hold flag (designated with a red “C” in the Request Status column - see Figure 3) in the ROI Requests Tab. (Note that all invoices in the Payment Tab that are on Credit Hold were marked manually by the user, whereas any request logged in subsequently for that Requestor is given a Credit Hold flag automatically by the system in the ROI Requests Tab.)
When an invoice that has been placed on Credit Hold manually has been marked Paid or the Credit Hold is otherwise removed by the user in the Payment Tab, the system is creating a problem by not automatically clearing the Credit Hold flags that it had assigned to that Requestor’s items in the ROI Requests Tab. This problem extends to requests that were Archived or Rejected. Therefore, the Requestor inaccurately appears to be on Credit Hold.
NEW SOLUTION:
Rejected Requests - All Credit Hold flags will be removed from existing Rejected requests and
will not be assigned to future Rejected requests, as this designation is unnecessary.
Archived Requests - All Credit Hold flags will be removed from existing Archived requests and will not be assigned to future Archived requests, as this designation is unnecessary. Requests that were/are manually set to Credit Hold by the user will continue to have a Payment Type of “Credit Hold,” whether Archived or Unarchived, until the user manually removes the Credit Hold.
Active Requests - When any invoices that have been placed manually on Credit Hold in the Payment Tab have been marked Paid or otherwise taken off Credit Hold, the automatic Credit Hold flags will be removed from all Active requests for that Requestor in the ROI Requests Tab.
Please see the figures on the next page:
1 of 2 ROI+ Service Bulletin 02012017