Removing the Hold Status of a Sales Order

You can easily remove the hold status of a sales order so that it becomes active.

Click to watch the animated gif below which shows you the process of removing the hold status of a sales order.

1. Log in to .wms webUI.

2. Click Shipping on the top navigation bar then select Unhold Sales Orders from the drop-down menu.

   The Unhold Sales Orders page displays.

3. In the left pane, select the appropriate Tenant from the drop-down list.

   Select All Tenants, if needed.

   The Held Orders centre pane updates to list all the held orders that match your selection.

4. To filter the list of held orders:

   Creating a new filter

   1. Click Build Filter in the left pane.

      The Build Filter dialog box displays.

   2. Depending on which filter options are listed, you can:

      ENG 7221 The displayed filter options are based on the data captured for the sales order.

      This is the full list of what can be filtered and sorted:

      .wms database field	Order card title	Sorting allowed	Sort button text	Filter builder allowed	Filter builder text
      Additional01, Additional02, etc	Additional01 or Setting Value of: Packing.Additional Fields.Additional01	No	NA	Yes	Additional01 or Setting Value of: Packing.Additional Fields.Additional01
      CarrierServiceCode	Carrier	No	NA	Yes	Carrier
      Cubic total (calculated)	Size	Yes	Cubic (m3)	No	NA
      CustomerCode	Customer	No	NA	Yes	Customer
      Custom Sales Order Attributes that are in Setting:UnholdSalesOrders.ShowAttributes	AttributeName	No	NA	No	NA
      DeliveryName	Name	Yes	Customer Name	No	NA
      DeliveryState	State	No	NA	Yes	State
      DueDate	Due Date	Yes	Due Date	Yes	Due Date
      List of Items on Order (calculated)	Item	Yes	Item Code	No	NA
      OrderDate	Order Date	Yes	Order Date	Yes	Order Date
      OrderNumber	Order	Yes	Order	Yes	Order
      PickingSlipDate	Pick Date	Yes	Pick Date	Yes	Pick Date
      SalesOrderCloseTimeSLA	Sales Order Close Time SLA	Yes	SLA Date	Yes	Sales Order Close Time SLA
      SalesOrderCreateTime	Rcvd To Whs	Yes	Create Time	Yes	Rcvd To Whs
      SalesOrderHeldReason	Reason	No	NA	Yes	Reason
      SalesOrderNumber	SalesOrder	Yes	Sales Order Number	No	NA
      Weight total (calculated)	Size	Yes	Weight (kg)	No	NA

      • Click the Negate checkbox then enter a value in the next field for these not to be included in the results.

      • If a filter option is a date, you can either enter the date in the format dd/mm/yyyy or select the date using the calendar. Use the Equals, From or To date fields, as needed.

      • Click X at the end of any field to delete your input and to start again.

   3. Click Build when you have finished.

      The Filter field directly below displays the filters you have chosen to use.

   Saving a new filter for future use

   1. Click the arrow at the end of the field, then select Save This Filter.

      The Save Filter dialog box displays.

   2. Enter a descriptive Name for this filter.

   3. Click Save Filter.

   Using a saved filter

   1. Click drop-down arrow at the end of the Filter field, then select a previously saved filter.

5. Choose the sort sequence of the held orders by clicking an appropriate option at the top of the Held Orders centre pane.

   The orders are then sorted in ascending or descending sequence based on the sort selection.

6. Select the sales order you wish to unhold.

   Click a listed held order in the Held Orders centre pane to select it.

   The held order is then moved to the Orders Selected pane on the right.

7. Continue to select held orders, as needed.

   Click Select All Orders in the left pane to move all the filtered listed sales orders in the Held Orders centre pane to the Orders Selected pane on the right.

   If you select an order by mistake, click the order in the Orders Selected pane on the right to move it back to the Held Orders centre pane.

8. Review and validate the held orders whose status you wish to change to unheld.

9. Click Unhold Selected Sales Orders.

   ENG 7218 A dialog box displays letting you know how many orders with the associated item lines are about to be released from hold.

10. Click OK.

    The hold status on the selected sales order(s) and associated line item(s) is removed.

    Click Cancel if you do not wish to proceed.