Please advise on the following: We have a customer on Hold in A/R, and enter a new order for that customer. The customer sends in a payment, the payment is processed, and the customer is taken off Hold. We still cannot process that particular order, we are having to re-create that order, delete the original one, and then we can invoice our customer. In other words, Adagio is not recognising the order as okay to process, it is still "seeing" the hold.

Any ideas? Thank you, once again.

Hello Barb9,

The on-hold status of the customer is copied into the order header when the order is created. Are you remembering to take the order off hold when it is recalled? The check box to turn off is half way down the form, on the left.

Barb was looking further & the profile was set to skip . When that was changed to default the problem persists. The ON HOLD customer we can make a order & the status comes in from the customer AR setting as being either OK or ON Hold. For the on hold person we can produce the order & then we take the customer off hold in AR but in OE the status is still grey and the new status is not picked up to allow the order to process. When we copy the existing on hold order the status comes up as OK to invoice on the new order based on the AR setting.

Hello Bruce,

The "default" column allows you to select the default value you want for the field. You need to turn off "skip", take the customer off hold in receivables, recall the order, and change the "on hold" value on the order header manually. If the customer is still "on hold" in Receivables when the order is recalled, you will not be allowed to change the status. You will not be allowed to invoice the order until the "on hold" is removed from the order header.

I went back to the setup & turned on the enter on new & left the default ticked. The existing order is still greyed out for access regardless of the customer status.
My understanding of the default tick is that it would just automaticly pick up the customer status, which it does. It just doesn't change an existing order or allow it to change. A work around for now is to copy the order & it picks up the new status.

Hello Bruce,

Don't tick the default. That says you want the field to default to "ticked". You shouldn't have to copy an order to change the status. I can't re-create the behaviour that you're seeing.

Maybe I have missed one important point. I don't want the OE person to change the status on the customer. I want the AR person to control the availability to ship the order.
That said I just went back & started again. I have "enter on new" only ticked in setup for the on hold.
I did a order for a customer ...completed. put that customer on hold and went back did a copy of the order, pop up notified customer on hold. proceeded with order, could not invioce ...all good.
Took customer off hold, cannot access the area to modify the existing order. I can copy the order and status reverts to the customer status..not on hold. We are in Multi currency if that makes any difference. If you want to view give me a call & we can hook up.

Hello Bruce,

To close this thread - they had not realized that there are separate order entry templates stored by Group that are referenced when you implement security at a site. "Skip field" was enabled for the group that the user belonged to.

Thank you for your help . For sure we did not know the Group setup could affect the outcome. We will now set up as required.
To my way of thinking, & I still have to look at this, I would like the AR function of putting a customer on hold to over ride all others, or all orders as they process look to AR for permission before printing.
In the case of a customer placing an order, the manufacture time is a month, the item is ready to ship & the order is invoiced & comlpeted. The customer may have been placed on hold during that manufacturing time but nothing except dilligence will stop or change the existing order status. The same applies in reverse. The customer orders, is on hold, pays to get their order released, but the order rights have to be changed by someone that really doesn't have that level of clearance or the AR person has to look for outstanding orders & OK them. If there was a way to globally change the status from AR it would be much cleaner in my mind. That's where I was confused with the default, I thought the order looked to the default in AR for direction.
Thanks again for the help.