How to Search for a Specific Credit Hold Order in CRM

Overview:

This article provides a guide on how to search for a specific credit hold order in X4A CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, navigate to Credit Hold Orders under the Sales section.

6. A list of orders currently on credit hold, along with their statuses, will be displayed.

7. Use the available filters to narrow down results and search for a specific order:

   • Customer Name

   • Customer No.

   • ERP No.

8. The filtered results will display the order status, hold reason, and relevant credit review details for each entry.