Place sales order on hold

Article • 4/27/2026 • 1 min read

Place a sales order on hold when a customer asks you to or when they have exceeded their credit limit.

When a sales order is on hold, you cannot create a job order from it and its material purchase needs do not show up in the purchasing queue.

To place sales order on hold

You cannot change the sales order status for an inactive customer. An error message “Cannot Change Status. Customer is INACTIVE.” is displayed.

  1. In the Sales Order (SO) page, click the Items tab.

  2. In the grid, select the item for which you want to change the status to On Hold.

  3. On the child toolbar, click Change Status.

    The Change Status Item Selection window appears.

  4. Select the Select checkbox for the required item and click Continue.

    The Sales Order Line Item Status Change window appears

  5. In the Reason box, enter any notes, if required.

  6. In the status dropdown at the top-right side of the window, select On Hold.

  7. Click OK.

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