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ID270 - Sales Order Released from Hold, Overview & Sample

Sales Order released from Hold

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Overview

Overview

This process will notify when a Sales Order that was on hold and has now been released for processing/shipping. Will consider ALL On Hold codes unless you specific in VariableX. 

Run Schedule: every 5 minutes

Type of Output: Email

 

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Sample

Sample

ID270Sample.PNG

 

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Variables

Variables

ID270Variables.PNG

 

VariableW: Branch Numbers to trigger on, separated by comma or leave blank for ALL

VariableX: Hold Codes to INCLUDE,  separated by comma or leave blank for ALL

 

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Alert Functionality

Alert Functionality

(1) When a Sales Order of any order type, that was marked On Hold, (either automatically set to hold because it defaulted to the customer record setting OR someone manually set the Sales Order on hold), has now been released and no longer marked on hold.

(2) Will only notify once, but will trigger on same Sales Order if put back on hold again

(3) Max look back days is 3-days from date of release

 

**Note:  Placing or releasing a hold on the customer record has no effect on any open transactions.

This alert only looks at the transaction being released from hold NOT the customer record being released from hold.

Screen_Shot_2021-05-10_at_11.22.49_AM.png

When a customer record is marked as not on hold, you also have to review the open transactions (orders or calls) and release them as well.

Screen_Shot_2021-05-10_at_11.25.24_AM.png

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Best Practices & Tips

Best Practices & Tips

Note:  Placing or releasing a hold on the customer record has no effect on any open transactions.

Use eAgent to automatically set and release your customers from credit hold based on payment and terms, see more here on this set up

 

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Related Alerts

Related Alerts

 

ID276 - supply order has been released from credit hold

 

 

 

 

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