Saved Search for Sales Orders with Payment Hold

To create a saved search which would list the sales orders with payment hold, users can perform the following steps:

1. Navigate to Reports > Saved Searches > All Saved Searches> New

2. Click Transaction

3. Enter a Search Title

4. In the Criteria tab > Standard subtab, add the following filter:

-Type = Sales Order
-Payment Event Result = Payment Hold
-Main Line = True

5. In the Results tab > Columns subtab, add/remove fields depending on the information you would like to see in the report.  User may opt to include the following:

-Field
-Date
-Period
-Number
-Name  
-Amount
-Payment Event Hold Reason 

6.  In the Available Filters tab, set the following

Filter |  Show in Footer  |  Show as Multi-Select 

-Payment Event Hold Reason  | True (checked) | True (checked)

7. Click Preview or Save the search.

Note : If you have a role which includes the Override Payment Holds permission, you may also opt to access the Manage Payment Holds page for the above information.  Navigate to Transactions > Sales > Manage Payment Holds.