Sales Order Hold Processing

The StreamV System will automatically place holds on sales orders and loaner orders when required.  The holds that are placed on each order depend on the different hold options that you decide to implement, and the customer, item, pricing and other information that is used for each sales order or loaner order.

When a sales order is placed on hold, the system updates the order header and line item records with the appropriate hold codes, and it also creates individual “hold” records.  The hold information in the order header and line items allow users to view the various holds that have been applied to the order.  The hold records allow different operators or departments (such as sales, credit, and the shipping or traffic departments) to review and release only the holds that they are responsible for.

When an order is on hold, the system will not allow a picklist for the the order to be printed by the warehouse (if the order is a warehouse shipment), or a purchase order to be placed for the sales order (if the order is a vendor shipment).  All holds for an order must be released before the order can be completed or invoiced to the customer.

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Order Hold Codes