Margin holds on quote orders

When you create a Quote Order, the total margin amount of the order may not meet the minimum or maximum margin amount or percentage required for sales orders. If a customer receives and accepts such a quote, you may be obligated to fill the order at that margin level.

To prevent exceeding your set minimums or maximums, you can select the Apply Margin Hold to Quotes option in SA Administrator Options. This option applies the order entry margin hold settings for sales orders, which are defined in SA Operator Setup, to all quotes orders. The option is applied whether they are created in Sales Order Entry, Sales Customer Pricing Inquiry, Sales Entry Batch Update Report, or through API calls. If a Quote Order (QU) does not fall within the margin hold settings, the QU is placed on margin hold. If a QU is created by copying an approved order, the new QU is still subject to the margin holds settings and it can be placed on hold.

If the order approval code on a QU is the margin hold code, you cannot print the order in Sales Entry Processing Acknowledgements Report, Sales Entry Processing Quote Print Report, or Sales Order Entry. The option to print orders on hold in the Sales Entry Processing Acknowledgements Report excludes Quote Orders. If you attempt to print a QU on margin hold, no print output is generated.

To print a QU that does not fall within the margin hold settings, it must first be approved in Sales Order Entry or Sales Credit Release Inquiry. If you want to correct a margin error, use Sales Order Entry to change order amounts and approve the order. If you want to approve an order without correcting the margin error, use Sales Credit Release Inquiry.

You can only change the hold status of an order if the Allow Override of Order Approval Status option in SA Operator Setup is selected. Additionally, you must not be restricted from using the margin hold code based on the selection in the Limit Managed Hold Codes option.

You can convert a QU on margin hold into a Stock Order (SO) in Sales Order Entry or Sales Credit Release Inquiry. Because the order is also subject to the margin hold settings, the SO is placed on margin hold. Additionally, you can create a price record in Sales Order Entry from a QU on margin hold.

Except for printing restrictions, QUs on margin hold are handled the same as sales orders on margin hold throughout Distribution SX.e. For example, QUs on margin hold trigger the same events as sales orders on margin hold. If you use Event Manager to inform you of an OE Margin Limit Exceeded event, you are notified when a QU does not fall within the margin hold settings. Similarly, the credit manager selected to be notified for the Orders are Hold due to Credit Hold; Notify option in SA Operator Setup is also notified when a QU is placed on margin hold.