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Learning Center

There are two ways you can put sub-orders on hold, you can access the sub-order itself and hold it from the button within the Order Actions ribbon group.  Alternatively, you can access the General Work Order and hold the sub-orders. 

1.       Click the Orders/Troubles menu.

2.       Within the Navigation pane, click Orders and then All General Active Orders.

3.       A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       Once the list opens, double-click the order number. The general work order window opens. 

5.       Within the Sub-Orders/Packages pane, find the order that you want to Hold, within the Selected column click the box to insert a checkmark.  You can place a checkmark in multiple rows if desired. 

6.       Within the Sub-Order Actions ribbon group, click on the Put Orders on Hold button.

7.       A message box displays allowing you to enter a reason why you are holding the sub-order(s). Type the reason and click the OK button. The Order Status column changes to display OnHold. 

8.       To view a list of work orders currently on hold, click Orders and then Held Orders.