Is there a way to put a customer on credit hold to keep them from getting a load or order?

Although there is no "Credit Hold" feature, there is a workaround that will disable a customer account and block any orders from being loaded for the customer.

Last Updated: 6/29/2021

Environment/Applies to 

• Terminal Management TMX (TMX)

Solution Summary 

1. In TMX, click the Customer menu item. The Customer tab opens by default.

2. Locate the "Disabled" box, then place a tic in the box.

3. Write a note in the "Note" field, such as Credit Hold.

   The result of this action will prevent a load from being dispensed through Plant Supervisor PSX (PSX). Instead, a screen will pop up which reads "...this account has been disabled..." Operators will have to pull up the customer account in Terminal Management to see why the account is disabled.  

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