Related topics
- About credit control handling
- About holding/releasing sales orders and order lines
- About holding/releasing service orders and order lines
- About sales restrictions
Held order/quotation lines can be released via this panel.
There are three different titles available for this panel. The title that is displayed depends on where you accessed the panel from.
The following information is also displayed:
- Reason(s) why the order/quotation and/or order/quotation line(s) were held
- Customer credit limit
- Sales/service order/quotation information (order/quotation number, line info, order value/quotation value, etc.)
- Held date
- Release date
- Handler
If the line is held before the sales order is confirmed then information, specifying the reason why it was held, will be added to the confirmation upon printout.
Options
| Release | Select this option to release an order/quotation line. |
Function keys
| All lines/Held details | Toggle all released lines and only held lines. |
Selection fields
- Customer
- Displays your customer’s name and number.
- Order val/Quote val
- Displays the total value of the order lines/quotation lines, after deduction of the header discount/quotation header discount, and including VAT if the order includes VAT. Free-of-charge order lines/quotation lines are not included in this value.
- Order type
- Displays the order type.
- Cr stop code
- Displays a code, from Work with credit stop codes, if:
- Your customer has exceeded their credit limit, as defined for the assigned credit profile, or
- Your customer is set up with a credit stop code. In this case, when a credit check is performed in the sales order entry/sales quotation entry routine and when a pick list is printed, the Credit stop code handling applies.
- Credit limit
- Indicates your customer’s credit limit, retrieved from the Credit limit field on the A/R basic data panel in the Business partner file.
- Order number/Quote number
- Indicates the order number/quotation number and any version.
- Handler
- Identifies the employee responsible for the order/quotation.
- Balance
- Indicates your customer’s total sales order balance (in system currency).
Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.
+ A/R – A/P balance
+ Invoiced not transf
+ Open orders
– Received payments
= Total balanceThis field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.
Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.
Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.
- Reason code
- The code indicates the reason why the line was held. Note: All pre-loaded order held reason codes can be protected through the Authority control handling in SECUR.
- Currency
- The code indicates in which currency the line amounts are displayed.
- Line
- Indicates the order/quotation line number.
- Net line amount
- Displays the value of the order/quotation line in system currency.
- Hld date
- Indicates the date that the line was held.
- Rel date
- Indicates the date that the line was released.
Work with held sales orders or Held service orders or Held sales quotations, Release (DIR35911)
All of the order/quotation lines that you selected to release are displayed on this panel. Click OK to release the order/quotation line. Click Back to cancel.
- Line
- Indicates the order/quotation line number.
- Net line amount
- Displays the value of the order/quotation line in system currency.
- Hld date
- Indicates the date that the line was held.