Manage order holds

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This procedure demonstrates how to place customer sales orders on hold, how to work with order hold checkouts, and how to remove order holds. An order might be placed on hold for a variety of reasons. For example, you might hold an order until a customer address or payment method can be verified or until a manager can review the customer’s credit limit. While the order on hold, it cannot be processed by the warehouse for shipping.

You can run this procedure in demo data company USMF or on your own data.

Set up order holds

  1. Go to Sales and marketing > Setup > Sales orders > Order hold codes.
  2. Click New.
  3. In the Hold code field, type a value.
    • For example, type Call back.
  4. In the Description field, type a value.
    • For example, Order held waiting for customer callback.
    • Optionally, select the Remove reservations check box to remove any physical reservations from the order when this hold code is added.
  5. Click Save.

Place order on hold

  1. Go to Sales and marketing > Sales orders > All sales orders.
  2. Click New.
  3. In the Customer account field, enter or select a value.
  4. Click OK.
  5. In the Item number field, enter or select a value.
  6. In the Quantity field, enter a number.
  7. On the Action Pane, click Sales order.
  8. Click Order holds.
  9. Click New.
  10. In the Hold code field, select the code you have created in the previous subtask.
  11. Click Save.
  12. Close the page.
  13. Go to Sales and marketing > Sales orders > All sales orders.
  14. In the list, mark the selected row.
    • Orders that are currently on hold have the "Do not process" and "Hold" fields marked.
  15. On the Action Pane, click Pick and pack.

Manage order holds

  1. Go to Sales and marketing > Sales orders > Open orders > Order holds.
    • Order holds page functions as a workbench where you can get an overview of all the current and processed holds, and handle them and associated sales orders.
  2. In the list, mark the selected row.
  3. On the Action Pane, click Hold checkout.
  4. Click Check out.
  5. In the list, unmark the selected row.
    • The Checkout out to field now shows your user ID.
  6. Click Clear checkout.
  7. On the Action Pane, click Clear hold.
    • When you are ready to remove the hold and allow the order to proceed to the next fulfilment step, you must clear the hold. If the order requires no changes, you can run the Clear holds action. However, you can use the Clear and modify action if, when clearing a hold, the order has to be updated.
    • The Clear and submit action is only applicable when you use Call center functionality.
  8. Click Clear holds.
    • The hold has now been cleared from the order and removed from the list of Active holds. To see all the holds or their subset according to a specific status, change the value in the Show field.