• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
  • X
  • Facebook
  • YouTube
  • LinkedIn
Support
Screen Connect
Pay Online
SWK logo.

SWK Technologies

Software Solutions & Services

  • Accounting & ERP Software
      • Acumatica Cloud ERP
        • Overview
        • Construction
        • Distribution
        • Field Service
        • Financial Management
        • Manufacturing
        • Professional Services
        • Project Accounting
        • Retail-Commerce
      • Sage Intacct
        • Overview
        • Construction and Real Estate (CRE)
        • Distribution Operations for Sage Intacct
        • Financial Services
        • Healthcare
        • Manufacturing Operations for Sage Intacct
        • Nonprofits
        • Professional Services
        • Sage Intacct Payroll powered by ADP
      • Sage 100
        • Overview
        • Business Intelligence
        • Core Accounting & Financials
        • Distribution
        • Manufacturing
        • Payroll
        • Sage 100 Contractor
      • More Accounting Products
        • QuickBooks
        • Sage 50
        • Sage 300
        • Sage 500
        • Sage BusinessWorks
      • ERP Add-ons
        • ADP Workforce Now
        • Altec
        • Avalara
        • AvidXchange
        • BigCommerce
        • CIMCloud
        • Cloud Hosting
        • DataSelf
        • Fortis
        • FreightPOP
        • Microsoft 365
        • Netstock
        • Ottimate
        • Sage Fixed Assets
        • Sage HRMS
        • Sage Intacct Payroll powered by ADP
        • Savant WMS
        • Scanco
        • ScanForce
        • Solver
        • SPS Commerce
        • Velixo
        • Workforce Go!
      • More ERP Add-ons
        • Bizinsight
        • Concur
        • Crystal Reports
        • Fraxion
        • Fusion RMS
        • FYISoft
        • JobOps
        • KnowledgeSync
        • Lockstep Collect
        • Nectari
        • Pacejet
        • Planning Maestro
        • Sage CRM
        • Sage Intelligence
        • Scissortail HCM
        • Service Pro
        • ShipStation
        • Shopify
        • Starship
        • Sugar CRM
        • Time & Billing Pro
        • Timekeeper
        • True Sky
      • Industries
        • Construction
        • Distribution
        • Financial Services
        • Healthcare
        • Manufacturing
        • Nonprofit
        • Professional Services
        • Retail
  • Managed Cloud Services
      • Managed Services
        • IT Support
        • Cloud Hosting
        • Infrastructure-as-a-Service
        • Managed Cloud Services
        • vCIO
        • Acumatica Infrastructure
      • IT Solutions
        • Backup & Continuity
        • Cybersecurity
        • Email Hosting
        • Microsoft 365 Services
        • Virtualization
  • Consulting & Implementation
    • Business Technology Consulting
    • eCommerce
    • Financing
    • Human Capital Management
    • Managed Cloud & IT Services
    • Partner Program
    • Software Development
    • Software Implementation
  • Resources
    • Help Desk
    • Blog Posts
    • Payments Portal
    • Webinars
    • YouTube Channels
    • Acumatica Resources
    • Sage Intacct Resources
    • Sage 100 Resources
    • IT Resource Pages
  • About
    • About SWK
    • Awards & Recognition
    • Life@SWK
    • Careers
    • Success Stories
    • SWK Gives
  • Contact
    • Contact Us
    • Support
    • Our Locations

Sage X3 Customer On Hold And Order Held: How To Release Order?

November 13, 2013 by Marketing

Home » Sage X3 » Sage X3 Customer On Hold And Order Held: How To Release Order?

When you have an order held in Sage X3 due to a Customer On Hold, how do you release the order?

Here’s how:

There are two hold status flags on the sales order.   One is a true Credit Hold status if the customer is flagged on the customer file as Credit Hold.

Customer file:

Order Credit Status if the customer is set to Hold:

If the customer is on credit hold, an order can be released without changing the customer’s credit status by checking the release flag on the Delivery tab of the sales order.  This allows for a single order to be processed.

The Credit status of the order changes to “OK”, allowing allocation and shipping of the order.

The other method to use is a US version add-on to allow the customer service person to place an order on hold manually regardless of whether the customer is on credit hold or not, but the order needs to be held for release for whatever reason.

If the order is on hold, you can release the order by clicking on the lock.  A confirmation message will display to release the order.   The hold status will be changed to “ok”.

If the order is not on hold, you can click the lock to place the order on hold, and it will ask you for a reason code and will place the order on hold.  There can be multiple reasons setup as to why an order can be placed on hold, and it can control allocations and release of the order.  This is Misc. table 204, see below.

Contact our Sage X3 Team

If you have more questions about this issue or other issues for Sage ERP X3, please contact us online.

Category: Sage X3, Blog

Sidebar

Recent Posts

  • How Your ERP Software Impacts Tariff Costs
  • How a Recreational Play Structure Builder Laid the Groundwork for Their Lasting Growth
  • Why Financial Services Firms Need Phishing Defense
  • Acumatica General Ledger Training – Key Tips & Tricks
  • Sage Intacct vs. Sage 500: Best ERP for CFOs and Financial Leaders
  • What is the Relationship Between Cybersecurity and Cyber Insurance? 
  • Guide for Sage Intacct Credit Card Management

Categories

Ready to take the next step?

Contact SWK today to get in touch with one of our experts. We’ll go over your business challenges and unique needs, and see where you can unlock new value from your technology and make your operations run easier.

Get in touch!

Our Latest Posts

Cargo ship "Tokyo Triumph" loaded with shipping containers in various colors, representing international trade and supply chains affected by tariffs impacting manufacturing operations.

How Your ERP Software Impacts Tariff Costs

Read moreHow Your ERP Software Impacts Tariff Costs
Recreational Play Structure

How a Recreational Play Structure Builder Laid the Groundwork for Their Lasting Growth

Read moreHow a Recreational Play Structure Builder Laid the Groundwork for Their Lasting Growth
Hands holding an open silver padlock over a laptop keyboard, symbolizing cybersecurity vulnerabilities that phishing attacks exploit in financial services firms

Why Financial Services Firms Need Phishing Defense

Read moreWhy Financial Services Firms Need Phishing Defense

Awards and Accreditations

Top work places in NJ 2020.
Acumatica the Cloud ERP gold certified partner.
The Gold Microsoft partner logo on a black background.
Sage business partner diamond logo.
Dell Technologies Gold Partner
Sage tech partner logo.

Stay in the know!

Subscribe for exclusive ERP, process automation, IT and cybersecurity news.

Twitter
  • Facebook
  • YouTube
  • LinkedIn

Home
About
Contact

Support
Screen Connect
Pay Online
Downloads

SWK logo.

Headquarters:
120 Eagle Rock Ave, Suite 330
East Hanover, NJ 07936

Contact:
info@swktech.com
(877) 979-5462

Copyright © 2025 · SWK Technologies, Inc. · All Rights Reserved · Terms of Use · Privacy Policy

This site uses cookies to collect information about your browsing activities in order to provide you with more relevant content and promotional materials, and help us understand your interests and enhance the site. By continuing to browse this site you agree to the use of cookies. Visit our privacy policy to learn more.I understand