Using international export hold

We recommend that you develop a workflow for reviewers to follow that reflect your export policies. When enabled, each order being exported is put on international export hold. Reviewers can approve an order in either the Initiate window in Sales Order Entry or in Sales Credit Release Inquiry

Note: Use Sales Order Inquiry to determine if an order is on international export hold. View the International Approve Type in the General view.
  1. Approve an international order one of two ways:
    Approve from Sales Order Entry:
    1. Select Sales > Entry > Order.
    2. Create or maintain an existing order.
    3. Specify Yes in the International Approval field. You must use the Personalize feature to add the International Approval field to the user interface.
    Approve from Sales Credit Release Inquiry:
    1. Select Sales > Inquiry > Credit Release.
    2. Use the Search pane to specify criteria to search for orders on international export hold.
      Orders on international approval hold are displayed in Sales Credit Release Inquiry by default. In the Search pane, an asterisk in the International Approve field allows all hold codes to be displayed. You may also clear the value, which shows orders on regular approval hold only. Or, you may specify a specific hold code to show only orders matching that international approval hold.
    3. In the International Approve field, specify * or specify the hold code you defined in SA Administrator Options-Documents-Sales Orders. For example, I.
    4. Click Search.
    5. In the grid, notice the International Approve column, and select an order.
    6. Select Actions > International Approve to change the approval status to Yes. Optionally, you can click Quick Approval and click International Approval. The status of the record in the International Approve Type column displayed in the grid is changed from "I" to "Y".
  2. The order can now be printed, picked, shipped, and invoiced.