Overview:
This article explains how to place an order on hold in CRM by updating the order settings and adding the required Hold SKU before submitting the order.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and open it. Xvantage for Associates (X4A) will open in a new tab.
Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.
In X4A, expand the left navigation menu and select Sales.
From the Sales submenu, select CRM.
In CRM’s left navigation menu, navigate to Sales > Orders.
By default, the Active Orders view will be displayed.
Locate the order you want to place on hold by:
Filtering the Name column, or
Using the Quick Find search box.
Click the order name to open the order details.
On the Summary tab, update the following fields:
Back Order Code = C – Ship Complete
Ship Complete Indicator = Yes
Click Save to apply the changes.
Verify that the Summary tab displays:
Back Order Code: C – Ship Complete
Ship Complete Indicator: Yes
Add or review the products in the Product Grid as needed.
In the designated product entry field, add the Hold SKU: L05A111.
Click Save to add the Hold SKU to the order.
Click Preview Order to review the order details.
Verify that all order information is correct.
Select Submit - No Print to complete the process and place the order on hold.
Important: The Hold SKU (L05A111) must be added to the order before submission. Ensure that both the Back Order Code and Ship Complete Indicator fields are updated correctly; otherwise, the order may not be placed on hold as expected.