Put Sales Orders On Hold

The Order On Hold feature in GoldFinch allows you to place new sales orders on hold while waiting for approval. When an order is on hold, inventory will not be allocated, and a Warehouse Shipment cannot be created until the order is released.

How the Order On Hold Function Works

Setting a Credit Limit

• Enter a Credit Limit amount on the Sell-to Customer account. GoldFinch will automatically put the order on hold if the total amount of the new order, plus any other outstanding orders for that customer, plus the AR Balance, exceeds the Credit Limit.

• The Order On Hold feature is only active when the Credit Limit is not set to 0. If you want to hold all orders for prepaid credit card customers, set the Credit Limit to 0.01.

Updating the AR Balance

• GoldFinch will automatically update the AR Balance for the related customer whenever the Account Detailed Entry is modified.

• Navigate to the Administration menu, select "Setup," and click "Update AR Balance on Account" to recalculate the current AR Balance for all customers.

Placing a Sales Order on Hold

• When a sales order is created, GoldFinch calculates the total Outstanding Sales Order Amount for the Sell-to Customer account. If the total, plus the AR Balance, exceeds the Credit Limit, the Order On Hold field will be checked, and a reason will be entered in the On Hold Reason field on the sales order.

Releasing an Order from Hold

• To release an order, uncheck the Order On Hold field on the sales order. Only users with the "Unhold Sales Orders" permission in the User Setup are allowed to release an order.

• When an order is released, the system records the user's name and the release date in the On Hold Released By field.

Managing Orders on Hold

• Create a custom view to track Orders On Hold and display this view on the dashboard for easy management.

Integrating with the Salesforce Approval Process

You can utilize the Salesforce Approval Process to manage sales orders that are on hold.

• Initiating the Approval Process

  • The Salesforce Approval Process is manually initiated by clicking the "Submit Approval" button on a sales order record. This action triggers Record Lock, preventing further edits.

• Customizing the Approval Process for GoldFinch

  • Add a step to check the Order On Hold field for the Initial Submission Action.

  • Note
    GoldFinch does not automatically delete existing allocations when an order is put on hold via the Approval Process.

  • Add a step to uncheck the Order On Hold field for the Final Approval Action.

  • Ensure that users approving the order have the "Allow Unhold Sales Order" permission in the User Setup.

• Handling Record Locking

  • Record Locking does not work by default with GoldFinch objects because the GoldFinch Standard Permission Set grants "Modify All" for all objects. To enable Record Locking, clone and modify the permission set to bypass this limitation.

Best Practices

• Regularly review and update Credit Limits for customer accounts to avoid unintended order holds.

• Use custom views and dashboards to monitor and manage orders on hold effectively.

• Implement proper user permissions and approval processes to control order release and approval actions securely.

These guidelines help ensure efficient order management and control, enhancing the workflow for handling sales orders in GoldFinch.

Article Put-Sales-Orders-On-Hold  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center