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 settings set up for sales orders.

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, specify Y in the Approval field in maintenance mode. To add the Approval field to Sales Order Entry, use the Personalize feature.

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

  1. Select Sales > Inquiry > Credit Release.
  2. Specify this search criteria:
    Approval
    Specify your margin hold code.
    Stage
    Select Entered-Shipped or Entered.
    Type
    Select Quote.
  3. Specify other criteria to narrow the search.
  4. Clear the Only Orders With a Shipped Qty option.
  5. Click Search.

    Only quote orders that were put on margin hold in Distribution SX.e 10.0.1.0 or later are displayed.

  6. Select the order you want to approve, and then select Actions > Approve.