Approving and releasing held order lines

If a line has failed Credit Checking it is flagged as Credit Held and Order Held.

If it is Credit Held it cannot be further processed until it has been Credit Approved.

Select Sales Order Inquiry (SOQ) from SunSystems to display the Control Desk Filter Selection form and complete this with the following information:

• Filter Type - SMCDSO. This is a sample filter only and can be changed using Filter Designer (FLD).
• Filter Name - CREDITHELD. This is a sample form only and can be changed using Form Designer.
• Form Name - CRHELD
• Program Name Value - Select from the following as required:
  • Approve Credit Blocked Lines - Removes the credit block on the sales order line only. You must then release the line manually from Order Hold by using the Release action on the Sales Order Entry form.
  • Approve and Release Credit Blocked Lines - Removes the credit block AND the order hold on the sales order line.