Deposit hold removal on Sales Order

Business Applications Sales
1

I have a Sales Order for a customer which I require 10% Deposit for their orders. I received the deposit and remove the hold on the Sales Order document but every time I save, the deposit hold goes back on the order. What am I missing here?

2

There are a few ways to properly remove a deposit hold from the Sales Order.

Option 1: Pay the Deposit to Release the Hold to Automatically Release the Deposit Hold

  1. Make a Payment
  • The deposit hold on a Sales Order is typically due to an unpaid deposit. To pay for the deposit, you can apply the payment directly on the Sales Order before an invoice is generated. The system will automatically detect the payment and apply it to the deposit request.
  • Alternatively, you can make a payment in Accounts Receivable using the “Pay Sales Order” action against the Advanced Deposit to associate the payment with the Sales Order.
  1. Check the Deposit Fields
  • Once the payment is made, the Deposit Due and Deposit Paid fields on the Sales Order will be updated. The Sales Order will then be released from the deposit hold once the full deposit request is paid.

Option 2: Use Sales Holds Manager Application to Manually Release the Deposit Hold

  1. If you have the appropriate permissions, you can use the Sales Hold Manager application to manually release the deposit hold. This application allows you to release multiple holds at a time.

It is worth noting that the only hold you can release from the Sales Order header is a miscellaneous hold.

3

Thanks @lauren, Option 2 solved my issue.

As a followup though, why am I able to seemingly remove the hold from the Holds field on Sales Order but it doesn’t actually remove?

4

Great question! Holds can be configured as manual or system applied.

Based on how you are seeing the hold reapply after save, this sounds like a system applied hold. System holds are not able to be manually removed. The field is enabled on the sales order due to security. In order to support manual removal of miscellaneous holds, we ensure the field is editable for all hold types.

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