SAMPLE DATA
MeshHand  ·  Control Tower
Tenant: Sample Distribution Co.  ·  Signed in as M. Reyes (approver)

Credit hold review

Run 7:32 AM today · 14 orders · 9 customers · run chr-20260906-0732
$61,480
Dollars on hold
$38,950
Recommended release
9 · 3 · 2
Green · Yellow · Red
2h 14m
Avg time on hold
All 14 Yellow 3 Green 9 Red 2 Sorted: yellow, green, red · then by order value
Customer / orderOrderMarginHold reasonLaneTop driversRecommended
Bridgeway Mechanical Contractors
#1048217 · PO BMC-7731 · taker JLW
 $9,840$2,460 25% Over credit limit YELLOW
  • Exposure 104% of $75k limit incl. this order
  • Pays avg 46 days, steady last 12 mo
  • $4,200 lockbox receipt posted 6:50 AM, not yet applied
 Release on conditionApply this morning's $4,200 receipt first; exposure drops to 98%
▲ hide detail

Exposure, frozen at 7:32 AM

Open AR $58,300
Shipped, not invoiced $1,900
Open approved orders $7,960
This order $9,840
Less unapplied cash -$4,200 (received today)
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True exposure $73,800 · 98% of $75,000 limit
Past due 1–30: $6,100 · 31–60: $0 · 60+: $0 · oldest 18 days

Customer context

Customer since 2011 · 12-mo revenue $412k · avg margin 26%
Avg days to pay 46 (12 mo) · 44 (6 mo) · trend improving 2 days
Disputes none open
Promise to pay none on file
Flags none · not on do-not-release list
Order contents 6 lines stock, 1 line special order (committed to vendor)
Rule fired over-limit + payment-in-transit → release on apply
Note
Larkin Steam & Boiler Service
#1048222 · PO 3311 · taker DKP
 $6,215$1,430 23% Past due YELLOW
  • $3,850 at 41 days past due
  • Promise to pay logged 9/4 for Friday 9/12
  • Customer since 2004, no NSF history
 Release on conditionRelease; follow up Monday if 9/12 promise missed
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Northgate Food Processing
#1048231 · PO NFP-20941 · taker JLW
 $4,480$1,120 25% Over credit limit YELLOW
  • Exposure 112% of $40k limit
  • Paying 3 days slower than 6 months ago
  • All lines stock, restockable
 Partial releaseRelease 4 stock lines ($2,900); hold 2 lines pending payment
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Metro Water Reclamation District
#1048210 · PO 88-40217 · taker DKP
 $7,120$1,570 22% Past due GREEN
  • Institutional payer, avg 58 days, never over 70
  • $2,100 at 34 days is inside their normal cycle
  • Exposure 61% of limit
 Release
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Harlan Industrial Supply
#1048214 · PO 5502 · taker RMA
 $5,300$1,380 26% Over credit limit GREEN
  • Exposure 101%, but $6,000 credit memo pending posting
  • Nothing past due
  • Customer since 1998
 Release
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Metro Water Reclamation District
#1048219 · PO 88-40218 · taker DKP
 $3,940$870 22% Past due GREEN
  • Same customer as #1048210, one decision applies
 Release with #1048210
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Pinecrest Packaging
#1048224 · PO PP-1187 · taker JLW
 $3,610$940 26% Over credit limit GREEN
  • Exposure 103%, limit not reviewed since 2022
  • 12-mo revenue up 40%, pays in 31 days
  • Recommend credit limit review to $60k (separate task)
 Release
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Cardinal Plastics
#1048226 · PO 44120 · taker RMA
 $2,870$690 24% Past due GREEN
  • $610 at 12 days past due, inside 15-day grace
  • Exposure 44% of limit
 Release
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Harlan Industrial Supply
#1048228 · PO 5504 · taker RMA
 $2,150$560 26% Over credit limit GREEN
  • Same customer as #1048214, one decision applies
 Release with #1048214
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Pinecrest Packaging
#1048230 · PO PP-1189 · taker JLW
 $1,960$510 26% Over credit limit GREEN
  • Same customer as #1048224, one decision applies
 Release with #1048224
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Cardinal Plastics
#1048233 · PO 44122 · taker RMA
 $1,340$320 24% Past due GREEN
  • Same customer as #1048226, one decision applies
 Release with #1048226
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Metro Water Reclamation District
#1048235 · PO 88-40220 · taker DKP
 $1,180$260 22% Past due GREEN
  • Same customer as #1048210, one decision applies
 Release with #1048210
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Summit Ridge Builders LLC
#1048212 · PO SRB-091 · taker JLW
 $8,750$1,050 12% Past due RED
  • $11,400 at 67 days past due, no promise on file
  • Days to pay 39 → 71 over 6 months
  • NSF check March 2026
 HoldCall drafted: $11,400 clears the order; COD offered
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Keller Fabrication
#1048229 · PO 2210 · taker RMA
 $2,725$650 24% Credit status flag RED
  • Account set to COD by K. Alvarez on 8/22
  • On do-not-release list
  • Routed to credit manager, not CSR
 HoldRequires K. Alvarez; no recommendation made
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Approve queues a guarded write for the recipe runner. Nothing changes in Prophet 21 from this screen. Every write is read back and verified before it is marked complete.