After a sales order is processed and the OK button is clicked to accept the order, the software checks to see whether the order should be placed on hold. If an order is placed on hold, the Main tab in Order Entry displays the date the order was placed on hold in Placed on Hold field, and the reason for the hold is listed in the On Hold Reason window (displayed by clicking the Reason button). This window will display one of the following reasons for the hold:
Credit: The customer has failed a credit checking test. To view a customer's credit checking rules, click the Credit button on the A/R tab in Customer Maintenance.
Margin Percentage: The product(s) on the sales order have fallen above or below a specified margin percentage limit. This checking rule will apply only if minimum and maximum sales margin percentages are defined for the order's product(s) on the Selling tab in Product Maintenance. Along with margin percentages, the Place on Hold option must also be selected. The other two options, Ignore Margins and Give Warning either ignore margin limits or give the user a warning during order processing. With the Give Warning option, you have the option to accept the product or refuse it. Orders held for failed margin limits are released in Margin Hold Management.
Manual Hold: After all credit checking rules have taken place and the order is accepted, you can still place a customer's order on hold manually by creating a manual hold. This is accomplished by placing the order in Edit mode (by selecting the order in Order Entry, and clicking the Edit button), and clicking the Hold button. Orders held manually are displayed and released in Customer Service Hold Management. You can also release orders from manual hold in Order Entry, To release a manually held order in Order Entry, click the Edit button the ribbon, then the OK button in the ribbon. A dialog box will appear, asking if you want to release the order. Click the Yes button to release the order from manual hold. You can only release an order from manual hold if the Allow user to release orders from manual hold check box is selected in User Extended Options.
For information on selecting order entry specific credit checking rules, see Customer Service Control Maintenance.