Release an order

Releasing is the moment a draft order becomes real demand. Until you release it, an order is a private draft that nothing downstream sees. Releasing it signals planning to source or build the items and lets the warehouse fulfill them.

Release the order

1. Open the order in Draft and confirm the customer, lines, quantities, prices, ship-to address, and dates.
2. Select Release. The order moves to Released and becomes visible to planning and fulfillment.
3. Once released, lines are locked. To change quantities or pricing after release, you generally cancel and re-create, or handle the difference on a later order.

Put an order on hold

If something needs to pause (a credit check, a customer change, a supply problem):

1. On a released order, select Hold and enter a reason.
2. The order moves to On hold and downstream work stops.
3. Select Resume to send it back to Released when the issue clears.

Send the order confirmation

Use Send to deliver an order confirmation document to the customer. This is available once the order is released.

What happens next

A released order is fulfilled as stock is picked and shipped, and billed as it ships. See Fulfill an order and Invoice an order. For the meaning of each state, see Order statuses.

How planning decides what to make or buy from your released demand is handled by the production and planning engines, covered in those sections.