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NetSuite Customer Credit Hold Management
Credit Application
Watch this tutorial to learn how to manage customer credit hold in NetSuite in just a few clicks.
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  • Lesson Overview
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According to the CreditToday survey, "Given the importance and prominence of the credit release process, we were surprised to discover that a significant number of credit departments are struggling to cope with this task." This is reflected by - a high percentage of orders hitting the hold queue, 25 % report over 1 of 4 orders are held.

Surprisingly you can release credit hold using just a few clicks in NetSuite. Watch the tutorial to find out how simple it is to place a customer's credit on hold or release it. 

Key takeaways -

  •  Basics of Credit Release and Hold in NetSuite
  •  Releasing a Customer’s Credit Hold in NetSuite
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Instructor
Amanda Soto · Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana
Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.
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NetSuite Customer Credit Hold Management

Watch this tutorial to learn how to manage customer credit hold in NetSuite in just a few clicks.

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About this course

promoImage
description
lessonOverview

According to the CreditToday survey, "Given the importance and prominence of the credit release process, we were surprised to discover that a significant number of credit departments are struggling to cope with this task." This is reflected by - a high percentage of orders hitting the hold queue, 25 % report over 1 of 4 orders are held.

Surprisingly you can release credit hold using just a few clicks in NetSuite. Watch the tutorial to find out how simple it is to place a customer's credit on hold or release it. 

Key takeaways -

  •  Basics of Credit Release and Hold in NetSuite
  •  Releasing a Customer’s Credit Hold in NetSuite
   
resources Coming Soon
discuss Coming Soon
instructor
name title image description
Amanda Soto Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.
recommendation
image tag title description link duration

KPIs and Reporting

 NetSuite DSO Reports and Tracking Collector's Productivity Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite. https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course 20 Mins

Collection Emails and Letters

 NetSuite Collections Follow-Ups and Dispute Resolution Methods  Tutorial to recover past dues and invalid deductions. https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course 30 Mins

Collection Call Negotiations

 NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes. https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up 30 Mins
tribe
widgetType Id components
topic cash-application input

Curriculum21 Mins

About this course

promoImage
description
lessonOverview

According to the CreditToday survey, "Given the importance and prominence of the credit release process, we were surprised to discover that a significant number of credit departments are struggling to cope with this task." This is reflected by - a high percentage of orders hitting the hold queue, 25 % report over 1 of 4 orders are held.

Surprisingly you can release credit hold using just a few clicks in NetSuite. Watch the tutorial to find out how simple it is to place a customer's credit on hold or release it. 

Key takeaways -

  •  Basics of Credit Release and Hold in NetSuite
  •  Releasing a Customer’s Credit Hold in NetSuite
   
resources Coming Soon
discuss Coming Soon
instructor
name title image description
Amanda Soto Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.
recommendation
image tag title description link duration

KPIs and Reporting

 NetSuite DSO Reports and Tracking Collector's Productivity Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite. https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course 20 Mins

Collection Emails and Letters

 NetSuite Collections Follow-Ups and Dispute Resolution Methods  Tutorial to recover past dues and invalid deductions. https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course 30 Mins

Collection Call Negotiations

 NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes. https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up 30 Mins
tribe
widgetType Id components
topic cash-application input

Curriculum21 Mins