Limiting legacy hold codes a user can use in Sales Order Entry

When you limit hold codes for a user, the orders that are displayed in Sales Credit Release Inquiry are also limited to the approved hold codes.

  1. Select System Administrator > Setup > Operator.
  2. Select the record, and then click Edit.
  3. Click Entry Options.
  4. In the Limit Managed Hold Codes in OE Entry Options section, specify the company-defined hold codes the operator can access. Separate each code with a comma. Do not use a space.

    The Limit Order Scope Sales Rep and Limit Order Scope Taken By fields in the OE Entry Options section also determine which orders an operator can access in Sales Order Entry and Sales Credit Release Inquiry.

  5. Click Save.
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