Inside Sales PLT : How to put line on hold?

This article describes the steps to set the "Hold for Release" for the selected line item.

1. Login into COMPAS with valid credentials and create a quote.

2. After adding line item with pricing approval, navigate to the shipping page as shown below

3. Select the "Hold for Release" option as shown below and set the required date.

4. Click on the "Apply Schedule" button.

5. On doing so, the selected date and the status of the selected line item is changed as shown below.

Pre-condition to put a line item on Hold

1. Quote Should be approved
2. Select date should be more than standard lead time + 30 days