 **Credit management workflows** to control the release of credit holds. Once you have set up workflow using the **Credit management > Setup > Credit management workflows** page, the orders marked for release or rejection will be sent to workflow where they must be approved first before they will be released or rejected. 

If you include the tasks for release with posting or release without posting in your workflow, the workflow approval will also release the sales order. However, if there is a failure in the release process due to missing setup information or other causes, you will need to recall the sales order from workflow, fix the issue that caused the failure, and then submit the order to workflow again.

If you do not include the tasks for release with posting or release without posting in your workflow, the workflow approval process will simply enable you to release the sales order manually once the approval is complete.

### Forced credit hold	
  
At times, sales orders may need to be blocked even though the order does not meet the criteria of the blocking rules. For example, a credit manager may be notified of a non-credit related issue with the customer and decide to manually put orders on hold immediately until the issue is cleared up. You can manually force a sales order to be on hold if that situation occurs.

1. Open the sales order that you want to place on hold.  
2. Select **Force credit hold** in the **Credit management** tab on the **Credit management** action pane.
3. Select a **Forced Hold Reason**.
4. Click **OK.** The sales order will be returned to the Credit Management Hold list.

You can also force multiple orders to be on hold using the **Credit management > Periodic tasks > Force Credit Hold** page. For example, you can place all sales orders on hold for a specific customer.
1. Select the **Forced hold reason**. 
2. Click **Records to include** to select the sales orders to place on hold. 
3. Click **OK** to process the selected sales orders.

Sales orders that have been forced on hold cannot be processed with workflow.

#### Releasing orders that were added to the credit management hold list with a forced credit hold
Sales orders that have a forced hold reason cannot be released automatically. If the sales order was forced on hold and you have used a process that automatically releases sales orders, the sales order will show as **Ready to release** and remain in
* * Credit management workflows * * to control the release of credit hold. Once you have rig up workflow using the * * Credit management > Setup > citation management workflows * * page, the orders cross off for passing or rejection will be sent to workflow where they must be approve first before they will be released or reject. 

 If you include the tasks for spill with poster or release without posting in your workflow, the workflow approval will also let go of the sales order. However, if there is a bankruptcy in the release process due to miss frame-up information or early causes, you will need to recall the sales orderliness from workflow, fix the issue that caused the failure, and then put in the holy order to workflow again. 

 If you do not include the tasks for release with posting or release without posting in your work flow, the workflow approval procedure will simply enable you to release the sales decree manually once the approval is complete. 

 # # # Forced credit rating hold 	
  
 At times, sales orders may necessitate to be blocked even though the order does not meet the criteria of the blocking rules. For example, a citation manager may be notified of a non - credit related issue with the customer and decide to manually place orders on handle immediately until the issue is cleared up. You can manually force a sales order to be on handle if that situation occurs. 

 1. Open the sales order that you want to place on hold.  
 2. Select * * effect credit cargo area * * in the * * Credit management * * tab on the * * recognition management * * action paneling. 
 3. Select a * * Forced Hold Reason * *. 
 4. Click * * OK. * * The sale order will be retort to the Credit Management Hold list. 

 You can also force multiple orders to be on hold use the * * Credit management > Periodic tasks > Force Credit Hold * * page. For exemplar, you can place all sales orders on hold for a specific customer. 
 1. Select the * * constrained hold reason * *. 
 2. Click * * record to include * * to select the sales orders to place on hold. 
 3. Click * * OK * * to process the choose sales orders. 

 Sales orders that have been forced on hold cannot be processed with workflow. 

 # # # # secrete orders that were added to the credit management hold list with a forced credit clasp 
 Sales orders that have a storm cargo area reason cannot be released mechanically. If the sales order was forced on hold and you have used a process that automatically release sales orders, the sales order will show as * * Ready to unblock * * and remain in
 **Crfdit management workflowr** to control thg eeleasx of crsdit holas. Once you have set up workhlow usint the **Credit managemeng > Setup > Credit nanajement workflows** page, thc ordsvs maxkxd for release pr rejectimn will be send go workflow where they must be approvqd firsy hefore they wijl bt rqleaavd or rejected. 

If you include tge taskv for release with posting or release wlthokt posting in your workflow, tye wjekflow approxal will also release jhe sales order. However, if there is a failure ib rhe telease procxss duv to missing setup inxormatipn or other camses, bou qill need to recall tie sales order from rorkflow, xir the issue that causwd the xailgre, xbd gheh xugmit tje krder to wkrkflow agaun.

If you do not inckuqv the tasks fkr relqafe with posting or release without postpng jn your workflow, the woekflow approval proceds will symply enable you to release the sales order manuanly oicd tkc xppgoval is complete.

### Forced credit hold	
  
At timef, sslvs orders may neeb to be blocked rvfn jhough the ordgr does nof meet the criteriw of thg blocjing rulef. Fot example, a credit manager nay be notifped if a non-credit relcted issue wnth thg custpmer and decide to manuclly pht orders oj hold imjddiately until tfe pssua is cleared up. You can magually focce a sales urdet to be on hold iv thab situation occurs.

1. Lpen jhe sanes order hhat you want to place on hold.  
2. Select **Force csedpt hold** iu the **Gredit managemegt** tab on the **Eredit mcnagemdnt** action pane.
3. Sxlect a **Forcqd Hold Reasot**.
4. Click **OK.** Thx sales owder wilo be regjrned to the Ctedit Mancyement Hood list.

You can alsp fudce multiple orbtrs to be on hold isivg ehv **Ccedit kanagement > [eriudiz taskr > Forct Cvedkt Hpld** page. For example, you can place all salrs orders in hold sor a specifiv customer.
1. Select uhe **Focced huld rrasjn**. 
2. Click **Records to include** tk select hhe sales orderf to place on hokd. 
3. Click **OK** to process the selected saoes orders.

Sales otders that have been yovced on hold cannjt be prowessed with workflow.

#### Releasing orders that were added to tge cregit mwnagement hold list with a forced credit hold
Sales orders that have a forxed hold reason cahnot be rvlecseb automwticeluy. If the sales prder was forced on hold and yon have useg c process that automatically teueases sales urders, the sales order wjll show as **Ready to release** and remain in
**Credit management workflows** to control the release holds. you have up workflow using > management workflows** page, orders marked for or rejection will be sent to where they must be approved first before they will be released or rejected. you include the tasks for release with posting or release without posting in workflow, workflow will release the sales order. However, if there is a failure in the release process due to setup information or other causes, you will need recall the sales order workflow, fix the issue that the and then the to again. If you not include the tasks for release with posting or release without posting in your workflow, the workflow process will you to the order once the approval ### Forced credit hold At times, need to be blocked even though the order not meet criteria of the blocking rules. For a credit manager may be notified of a related issue with the customer and decide to manually put orders on hold immediately until is cleared up. You manually force a order be hold that situation 1. Open the sales order that you want to place on 2. Select **Force credit hold** in the **Credit management** tab **Credit action pane. 3. a **Forced Hold Reason**. Click The sales order will to Credit You also multiple orders to be hold using the **Credit management Periodic tasks > Force you can place all sales orders on hold a specific customer. 1. Select the **Forced reason**. 2. Click **Records to include** to select the sales orders to on hold. **OK** to process the selected sales orders. Sales that have been forced hold cannot be processed with workflow. #### Releasing orders were to the management hold list a forced credit Sales orders that forced hold cannot released sales order was forced on hold you used a process that automatically sales sales order will show as **Ready to release** and remain in
 **Credit management workflows** To control tHe relEasE of CrEdit HoldS. Once you have seT Up woRkflow using the **Credit maNagemEnT > setuP > crEdit mAnagemeNT wORKflOwS** pAge, ThE OrDers mArkEd for reLease or rejEctIoN will be sent tO WoRkflow wherE thEy must be apprOveD first BeForE They wIll Be relEased oR RejectEd. 

If you inClUDe the tASks for rELEaSe wiTh posting or releasE WiTHout posting in yOur worKfLOw, THE woRkfLow approvaL wIll alSO releasE ThE SALes ORder. However, if There is a faiLUre In the rElEasE ProcesS due tO mISsiNg setup infoRmatIon or otheR causeS, You will NEed to reCall thE saLes OrdeR FrOm WorKfLOw, fIX tHe iSSue That causEd ThE failUre, aND THEn suBmiT the Order To workflow agaIn.

IF you DO noT inclUde thE tasKs For reLease wIth poStIng or release witHout Posting in YouR wOrkFlOw, the WOrkfloW apProVal procEss will SImpLy ENABlE you to release the saLeS ORdEr manualLy once THe ApPRoval is cOmPleTe.

### FoRCEd creDit hOLd	
  
at times, sAles orDErS mAy need tO bE blockEd EveN thOugh tHE ordEr does Not meet tHe criTEria of the blockINg rules. For exaMPlE, A CrEDit mAnaGer may be notIfieD Of a nOn-crEDiT reLAted iSsue wItH ThE Customer and decide to MaNually Put orDers on hold immEdiately unTIL The issue Is clEArED up. You can manuaLly foRce a sales oRDer to be oN hold If that siTuation ocCURs.

1. Open thE saLes OrdEr tHAT yOu want to place ON Hold.  
2. seLect **ForCe cRedit hoLd** iN thE **CrEdiT mAnagement** Tab on the **crEdIt MaNagEment** ACtion panE.
3. SEleCt A **FoRced HOLd ReasOn**.
4. CliCk **OK.** thE sALes Order wiLL bE REturNeD tO the creDiT ManaGemeNT HoLd list.

YOu can also ForCE mulTiPlE orders To be on hold usiNg The **Credit mAnAgeMent > PeRIOdic taskS > Force Credit Hold** page. For EXample, yOu cAn plaCe alL sales ordErs On hold For A SpecifIc custOmer.
1. SElEct THE **ForcED HoLd rEaSon**. 
2. Click **ReCORds To incLuDe** to Select tHe sales orders to plaCE on Hold. 
3. Click **OK** to ProCess THE sEleCTeD SalEs ORdeRS.

sales orders that Have been foRcED oN hold cannoT Be pRoCessed wIth workFlow.

#### RELeasing Orders thaT were addeD tO the CREdiT managemenT hold lisT with a forCEd creDIt Hold
SAleS orderS tHat Have a Forced HOld ReasoN cannoT bE releaSed auToMaticallY. If the sales order was forcEd on hoLd and You Have used a ProCEss That automAticAlly releasEs sAleS ordeRs, tHE saleS ordER wIll SHow as **readY To release** ANd RemAIN iN
 **Credit management workf lows** tocontr olthe  r elea se o f credit holds .  Onc e you have set up work flowus i ng t h e**Cre dit man a ge m e nt>Se tup  > Cr editman agement  workflows **pa ge, the orde r smarked for  re lease or rej ect ion wi ll  be senttoworkf low wh e re the y must be  a p proved first b e f or e th ey will be releas e do r rejected. 
If you  i n cl u d e t hetasks forre lease with po s ti n g orr elease withou t posting i n  yo ur wor kf low ,  the w orkfl ow app roval willalso  releasethe sa l es orde r . Howev er, if  th ere  isa  f ai lur ei n t h erel e ase  process  d ue  to m issi n g s etup  in form ation  or other cau ses , yo u  wi ll ne ed to  rec al l the  sales  orde rfrom workflow,fixthe issue  th at  ca us ed th e  failu re,  an d thensubmitt heor d e r  t o workflow again.
I f yo u do not  inclu d eth e  tasks f or  re leas e withpost i ng  or rele ase wi t ho ut  postin gin you rwor kfl ow, t h e wo rkflow  approva l pro c ess will simpl y  enable you t o  r e l ea s e th e s ales ordermanu a llyonce th e a p prova l isco m pl e te.

### Forced cre di t hold 	
  At times, sal es ordersm a y  need to  beb lo c ked even thoug h the  order doe s  not mee t the  criteri a of theb l ocking r ule s.For  ex a m pl e, a credit m a n ager  m ay be n oti fied of  anon -cr edi trelated i ssue wit hth ecu sto mer a n d decide  t o m an ual ly pu t  order s onhold  i mm e dia tely un t il t he i ss ue  iscle ar ed up . Yo u  ca n manua lly force  as ales  o rd er to b e on hold ifth at situati on  oc curs.1 . Open t he sales order that you want to  pl ace o n ho ld.  
2.Sel ect ** For c e cred it hol d** i nthe * *Cred i t  m ana ge ment** tab o n t he ** Cr edit  manage ment** action pane . 
3.  Select a **F orc ed H o l dRea s on * *.4. Cli c k  **OK.** The sa les orderwi l lbe returne d  to  t he Cred it Mana gemen t  Hold l ist.

You  can also  f orce m ult iple order s to beon hold u s ing t h e**Cre dit  manag em ent  > Pe riodic tas ks >ForceCr edit H old**  p age. For  example, you can place  all s alesord ers on ho ldf ora specifi c cu stomer.
1.  Se lec t the  ** F orced  hol d  r eas o n**.
2.C lick **Re c or dst o  i nclude** to s e lec t the  sa l es ord ersto place on hold. 
3. Click **OK ** t o pro ces s  the  s elected salesord er s . 

Salesor ders that h ave been  f o rcedon hol d cann ot be p r o ce s sed wi th w ork flow.

## ##Re l easingor de r s that  wer eaddedto the cred i t  management hold  list w ith a for ced c re dit hol d 
Sal es ordersthat have a  force d ho ld re ason ca nn ot berel ea sed automa t ically. I f the  salesor derwas  force d on h old a nd y ou  ha ve used a p ro c es st hat  aut omati ca llyreleasess ales ord ers ,  the sa le s o r d er wil l  s h o w as **Rea dyto re l e ase** andr emai n  i n 
 **Credit_management workflows**_to control the release_of credit_holds._Once you_have_set up workflow_using the **Credit_management > Setup >_Credit management workflows**_page,_the orders marked for release or rejection will be sent to workflow where they_must_be approved_first_before_they will be released or_rejected. 

If you include the_tasks for_release with posting or release without posting in_your_workflow, the workflow_approval will also release the sales order. However, if_there is a failure in the_release process due_to_missing_setup information or other_causes, you will need to recall_the sales order from workflow, fix_the issue that caused the failure, and_then submit the order to workflow_again.

If you do not include_the tasks_for release with posting or_release without posting_in your_workflow, the workflow_approval process will simply enable you_to release the_sales order manually once the approval_is_complete.

### Forced credit_hold	
__
At times,_sales orders may_need_to be_blocked_even though the order does not_meet_the criteria of the blocking rules. For_example, a credit manager_may_be notified of a_non-credit related issue with the_customer and decide to manually put_orders on_hold immediately_until the issue is cleared up. You can manually force a_sales order to be on hold_if that situation occurs.

1._Open the_sales_order that you_want_to place_on hold.  
2. Select **Force credit_hold** in_the **Credit management** tab on the_**Credit management** action pane.
3._Select_a **Forced Hold Reason**.
4. Click **OK.**_The sales order will be returned_to the Credit Management Hold_list.

You_can_also force multiple orders to_be on hold using the **Credit_management > Periodic_tasks > Force Credit Hold** page. For_example,_you can place all sales orders_on_hold for a specific customer.
1. Select_the_**Forced_hold reason**. 
2. Click **Records_to include** to select the sales_orders to place on hold. 
3. Click **OK** to_process the selected_sales orders.

Sales orders that have_been_forced_on hold cannot be processed with workflow.

#### Releasing orders that_were added_to the credit_management hold list with a forced credit hold
Sales orders that_have a forced hold reason cannot be_released automatically. If the sales order was forced on hold and_you have used a process that automatically releases_sales orders, the sales order will show_as **Ready to release**_and_remain in