Tech Tip: On-Hold Sales Orders Versus Sales Orders On Credit Hold

On-hold sales orders are different from sales orders on credit hold. They are two separate features.

On-hold sales orders are the sales orders for which the Create Sales Order ► Information ► On-Hold checkbox is marked. This prevents the sales order from being shipped due to reasons other than customer credit issues (e.g., the company is waiting for further instructions before shipping the order).

Sales orders on credit hold are the sales orders for customers who exceeded their credit limit at the time the sales order is created. This feature is enabled when the SO Module Setup ► General (1) ► Enable SO Credit Hold checkbox is marked.

The Exclude On-Hold Orders checkbox in the Open Sales Order Report user interface is for on-hold orders, not for sales orders on credit hold. The sales orders on credit hold are not displayed in the Open Sales Order Report. Generate a Credit Hold Sales Order Report to get a list of sales orders on credit hold.