Hold codes

When you create a sales order, the Default Order Approval Type setting in SA Administrator Options-Documents-Sales Orders-Approval Process determines the hold code in the Approval field in Sales Order Entry. If the order is placed on hold, h is displayed the Approval field. You can change the value to another hold code.

Review the order before you change the hold code. By changing the hold code after reviewing orders, you know which orders are new hold orders and which hold orders have been reviewed.

If you change the approval type for an order that is tied to a Value Add order, the Value Add order approval type is also updated. If the sales order is placed on credit hold because lines were added to the order, tied VA orders for previous lines also go on hold if the original approval types on the sales and Value Add orders match.

Hold codes are user-defined. For example, you could specify s as a hold code for customers who are unwilling to pay shipping charges. Hold codes are not defined in a system table. When you define hold codes, you must communicate them to your staff.

If you define hold codes, do not use these existing credit card or system hold codes: