Place a hold on sales order lines for pricing

You can place a hold on sales order lines to prevent them from being invoiced due to ongoing pricing negotiations, for example, if the salesperson wants an additional discount or if a customer is negotiating prices via email.

To place a hold on a sales order line,

• In the Invoice Hold Status field, select Hold - Pricing.
  > [!NOTE]
  > This field is visible only via personalization.

  The system excludes the sales order line with this status when invoicing the sales order.

• The system excludes sales order lines that are put on hold when creating a consolidated sales shipment via the Combine Sales Shipment and Combine Shipment By pages.
  The Combine Shipment By page is available only when the Aptean Combine Shipments per Period extension is installed.
• The system does not display the sales order lines that are put on hold on the Get Shipment Lines page accessed via the Get Shipment Lines action on the Sales Invoice page.
• When sales order lines of the main item are put on hold, the system sets the Invoice Hold Status field value to Hold – Pricing for the associated packaging item lines only when the Allow Packaging Recalculation checkbox is selected for the packaging lines. The system automatically updates the status of the packaging lines when the status of the associated sales order lines is updated.
  This functionality is applicable only when the Aptean Packaging extension is installed.

When pricing discussions are settled, you can remove the hold placed in the sales order lines by updating the Invoice Hold Status field value to Approved.