Automate Sales Order ON HOLD

Hi @mstanczak  While creation of Sales Order, If we do not want to place Order On-Hold status, you can un-select the checkbox “Hold Orders on Entry” in the respective Order Type in OrderTypes screen.

Please find the screenshot for reference.

@mstanczak Are you using the import scenario to import the orders or an API/Endpoints to send the orders to Acumatica? Eitherway, the answer is to finetune the SaleOrder creation process to Uncheck the “Hold” checkbox on the Sales Order or to call the “Open from Hold” action on the Sales Order when the sale order is imported.

We are integrated with Big Commerce and doing a sync so it is using  API/Endpoints.  The SO Type has to put Sales Order on HOLD with entry, that part can’t change.  

Yes I understand that but other divisions use the same SO Type and we cannot uncheck that box.  I realize we could create a “NEW SALES ORDER TYPE” but we would rather not.  Some orders need to be ON HOLD and others such as a Pick and Pack order can go in as OPEN. 

Another option you may want to look into is cleaning up the orders with an import scenario that runs after the fact to take specific orders off of “hold”.  If you are able to build a GI that can identify which orders are on hold but should just be sent through, you should be able to automate an import scenario to just open those orders, mark the orders as no longer on hold, and then save.  Schedule it to run at offset times from your Big Commerce sync and you should be able to leave the configuration of your order type alone.

I run several processes similar to what @wyattERP suggested. Sales orders created through our EDI order import process are left in hold status. From there we have Business Events trigger off of GI results and it has made our inbound order process nearly hands-free.

Some examples of scenarios I check for and automate:

• Update hold reason if the customer’s price does not match the system price
• Update hold reason if the order qty is not a factor of an inner/master qty
• Cancel the SOLine for specific customers if the customer’s price does not match system price
• Release hold if no discrepancies are found

This setup allows a lot of flexibility and we can create custom rules for various conditions like customer or location specific processes.

Hello, 
 
We just started using Shopify, and for some reason some of our orders are coming through as on hold with one specific order type. I’ve changed the settings for this order type to not hold orders on entry, and yet they still come in on hold. 

Do I need to reset the cache or something? Any ideas? Thanks!