Understanding Order Holds

You can place an order on hold to prevent it from being processed. You might place an order on hold for these reasons:

• You have yet to settle prices and terms with the subcontractor.

• You are not sure whether you want to use the subcontractor.

• The order exceeds the budget.

You cannot print or receive orders on hold. You must release the hold to continue processing the order. To release an order on hold, you must have the correct password.

Two types of order holds are available: budget holds and regular holds. Budget holds are for orders that exceed the budget. Regular holds are for all other holds.

To have the system process an order that has been put on hold, you must release the hold. You can review all holds on a certain order and select the holds to release.

For budget holds, you can review the budget before releasing budget hold orders by accessing Trial Balance/Ledger Comparison from the Release Held Orders (Budget) program.

Note: You cannot use Release Held Orders (Budget) to release an order on budget hold if the order is assigned an approval route. In that case, you must use the Approval Review program to approve and release the order.