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If the preference is set to Place on Credit Hold, a message prompt is displayed for the user and the Sales Order Hold Code field automatically populates with value Credit Hold. When the order has been placed on a credit hold, the user is prevented from proceeding with the order processing. The credit hold can be manually removed by clicking the Hold Code menu and selecting an empty value. This allows a user to proceed with the order.

Changing customer

The customer and the ship to address can be changed on an existing order when the Sales Order status is Shipped or lower. This can be done by clicking More Actions toolbar icon and selecting Change Customer. A new window is opened, which allows a user to select the new customer. The new customer can be searched by using the toolbar search field or simply selecting the customer name from the list. When the customer has been selected, Save&Close toolbar icon closes the Change Customer window and updates the customer name, ship to address and sales programs on the sales order.

Note: This feature is only available for manually entered Sales Orders.

Step 3: Editing the grid contents and allocating items.

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