When creating new transactions, you're presented with a screen to input basic information about the party you are dealing with and the type of transaction occurring. These screens look similar for Sales Orders, Quotes, Holds, Purchase Orders, and more.
Below is an example of what a Create New Hold screen looks like in your system. Click & Hold to drag; use the buttons to zoom in/out.
Below is an example of what a Create New Hold screen looks like in your system. Click & Hold to drag; use the buttons to zoom in/out.