SA Administrator Options - Documents - Sales Orders - Approval Process overview
Use this page to set up approval codes and hold codes that are used on sales orders. You can also specify credit card processing information. The codes can be used for legacy or operational hold code processing.
On this page, you can specify this information:
- Define hold codes for amount holds and margin holds
- Indicate if margin holds should be applied to quote orders
- Define a minimum order change to force re-approval
- Specify the credit manager to notify when an order is placed on hold
- Define credit card hold codes and processing information if you are using the Credit Card Interface to process credit cards. Before you set the defaults, review the additional online documentation topics about credit card hold codes, processing time frames, and end-of-day credit card settlement.
The hold codes on this page are legacy hold codes that are used for standard hold processing. Optionally, you can use operational hold codes. Operational hold codes are created from your existing legacy hold codes. They are applied to sales orders using the same criteria as legacy hold codes, but provide greater visibility and a comprehensive removal process.
Operational hold codes are automatically created in SA Table Code Value Setup, based on the system- and user-defined legacy hold codes. These legacy holds codes, from this page, can be converted to operational hold codes:
- Amount hold
- Margin hold
- Credit card authorization
- Credit card failure