Reserve

Use the Reserve screen to pre-authorize a work order by entering a reserve amount. The reserve amount is checked against the customer's credit limit, preventing the work order from exceeding the amount reserved and the customer's credit amount.

Note:  The Reserve amount is checked when an internal A/R account is specified in the Customer G/L account field and cash code 5 (customer) is used on a transaction.

The Reserve screen is accessed from the Segments tab by clicking Reserve.

Field on the Reserve screen is:

Field	Description
Reserve	A predefined amount of credit reserved from the customer's credit limit, to ensure payment of the selected work order.

Use these buttons to complete your work on the Reserve screen:

• Save—checks the reserve amount against the customer's credit limit, ensuring that the customer has enough credit remaining to pay for the selected work order.

• Close—closes the Reserve screen without saving and returns to the Segments tab.

Revision: 2026.01