Place On Hold/Release from Hold

When you click Hold order in the Sales Order Maintenance (OE) or EDI/Sales Quote Maintenance (QOE), you can place a sales order, imported order, or sales quote on credit or non-credit hold or release an order from hold.

  1. Enter or change data in these fields:

Field Name

Type / Max Length

Action / Description

Order on credit hold?

Optional

Click on the check box to indicate this customer is on credit hold or clear the field to release credit hold. A check mark indicates the order is on credit hold; blank means the order is not on credit hold.

You may need to place an order on credit hold after you put the customer on credit hold with the Credit Maintenance (CCM) program. The system places subsequent orders for this customer on credit hold.

The sales order header displays * On credit hold * below the Customer number field for any customer on credit hold. The hold code displays in the order amounts box.

Note
You cannot place an order on credit hold if the Credit release/hold permission system option (in Order Processing Options) is set to N for your branch.

You cannot release an order from credit hold if the Credit release/hold permission system option (in Order Processing Options) is set to O for your branch; use the Credit Hold Release (CHR) program to release orders from credit hold.

Reason

Conditional

Select the reason that you are placing this order on credit hold.

Order on manual hold?

Optional

Click on the check box to indicate this order is on hold or clear the field to release a held order. A check mark indicates the order is on hold; blank means the order is not on hold

You may place an order on hold because the item is obsolete, out-of-stock, not yet available, or because the customer told you to hold the order.

The sales order header displays * On manual hold * below the Customer number field for any customer on credit hold. The hold code displays in the order amounts box.

Note
You cannot place an order on hold if the Credit release/hold permission system option (in Order Processing Options) is set to N for your branch.

You cannot release an order from hold if the Credit release/hold permission system option (in Order Processing Options) is set to O for your branch; use the Credit Hold Release (CHR) program to release orders from credit hold.

Reason

Conditional

Select the reason that you are placing this order on manual hold.

  1. Click OK to save changes or click Cancel to leave order hold information unchanged. The hold status window closes. Return to Enter the Sales Order Header.