Approving a quote order on margin hold

If a Quote Order (QU) is on margin hold, the quote order must be approved before you can print it. Orders are printed in Sales Entry Processing Acknowledgements Report, Sales Entry Processing Quote Print Report, or Sales Order Entry. Before approving, you can change the order in Sales Order Entry to meet the margin amount and percentage requirements.

You can approve a QU on margin hold in Sales Order Entry or Sales Credit Release Inquiry. To approve a QU in Sales Order Entry, see the instructions for approving a sales order that is on hold.

Use these instructions to approve a quote order in Sales Credit Release Inquiry:

  1. Select Sales > Inquiry > Credit Release.
  2. Specify search criteria.

    If you use legacy hold codes, specify this information:

    Hold Code Search Type
    Select Legacy Hold Codes.
    Approval
    Specify the margin hold code.
    Stage
    Select Entered-Shipped.
    Type
    Select Quote.

    If you use operational hold codes, specify this information:

    Hold Code Search Type
    Select Operational Hold Codes.
    Stage
    Select Entered-Shipped.
    Type
    Select Quote.
    Operational Hold Code Approval
    Select Margin Hold.
  3. Specify other criteria to narrow the search.
  4. Clear the Only Orders With a Shipped Qty option.
  5. Click Search.
  6. Select the order you want to approve, and then select Actions > Approve.
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