Changing the terms of a sales order on hold

If an order is on hold because of an overdue balance, you can change the terms of the order so the customer receives the product while you take steps to ensure payment. For example, a customer might agree to pay an extra COD amount on each receipt until they pay off their overdue debt. Use these instructions to change the terms and approve the order.

If you do not want to change the terms of the order, see changing the hold status on sales orders in Sales Credit Release Inquiry.

Note:  You must have authorization to change the hold status of an order. The Allow Override of Order Approval Status option in SA Operator Setup must be selected. The Limit Managed Hold Codes field in SA Operator Setup provides further restrictions. This setting limits the hold codes that you can change or enter.
  1. Select Sales > Inquiry > Credit Release.
  2. Specify the search criteria, and then click Search.
  3. Click the right arrow to open the record.
  4. In the Shipping Information section on the Header tab, specify y in the Approval field.
    Note: If you approve an order, the sales order is validated against Product Restrictions Setup records to prevent restricted products from being sold to an unauthorized customer. Unless a restricted product on a line is overridden or sent to lost business, each line is validated against the restriction records to determine if the product can be sold to the customer. If a product restriction applies to the order, an error message is displayed. Restricted product errors must be addressed in Sales Order Entry.
  5. To include a COD addon, click Cash on Delivery (C.O.D) and then specify an amount in the Added COD field.
  6. Optionally, make changes to the Ship Via and Terms fields and add comments.
  7. Click Update.