Applying an operational hold code to multiple orders

Use these instructions to apply an operational hold code to approved orders per customer or ship to. The orders must meet these criteria:

  • In Stage 0-Entered or Stage 1-Ordered
  • Not a return merchandise or correction order

If an order is in use by another operator, the operational hold code is not applied.

  1. Select Sales > Inquiry > Credit Release.
  2. Verify that Operational Hold Codes is selected in the Hold Code Search Type field, and then click Search.
  3. Select the order to place on hold, and the click Hold/Release All.
  4. Specify the customer number.
  5. Optionally, specify a ship to.
  6. Select an operational hold code, and then click Hold All.
  7. Click the back arrow to exit the page.
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