> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Sales Orders Blocked on Inventory or Credit, Oracle ERP Cloud > Sales Orders held by inventory shortage or credit hold in Oracle ERP Cloud, ranked by revenue at stake. The morning unblocking queue. How to read it, why i... **Metrics type:** [Key Metrics](/nerve-centre/overview#metrics-types-explained) • **Category:** [Ecommerce Platform](/nerve-centre/connectors#connectors-by-type) > Sales Orders held by inventory shortage or credit hold in Oracle ERP Cloud, ranked by revenue at stake. The morning unblocking queue. ## At a glance > Sales Orders sitting in an Open status (Booked, Awaiting Shipping) but blocked from progressing because of a hold: credit hold, inventory shortage, missing approval, pricing exception, or data error. Each row is an SO with reason code and dollar value. The actionable subset of [Open Sales Order Value](/nerve-centre/kpi-cards/oracle-erp/oerp-open-so-value). | | | | ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **What it counts** | SOs with `Hold Status = Active` in Order Management, joined to the hold reason: Credit Hold (from Credit Management), Inventory Hold (insufficient on-hand or reservation failure), Pricing Hold, Manual Hold, Approval Hold (multi-step approval workflow). | | **Tax treatment** | Mirrors [Open Sales Order Value](/nerve-centre/kpi-cards/oracle-erp/oerp-open-so-value). Net of tax. | | **Shipping** | Included on SO line. | | **Discounts** | Pre-discount SO total. | | **Cancelled / voided orders** | Excluded by definition. | | **Currency** | Reporting ledger; transaction currency in drill-down. | | **Business Unit scope** | Respects dashboard filter. | | **Time window** | Real-time snapshot. | | **Alert trigger** | `>$50k blocked >7 days` (default), tunable. | | **Sentiment key** | `blocked_so` | | **Roles** | owner, finance, operations | ## Calculation Calculated automatically from your Oracle ERP Cloud data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading. ## Worked example A US Fortune 500 medical-device distributor on Oracle ERP Cloud. Snapshot 14 Apr 26. | Hold reason | SO count | Total value | Oldest hold | | ----------------- | -------- | ---------------- | ----------- | | Credit Hold | 38 | \$4,820,000 | 22 days | | Inventory Hold | 124 | \$11,420,000 | 14 days | | Pricing Hold | 22 | \$2,140,000 | 8 days | | Manual Hold | 14 | \$980,000 | 6 days | | Approval Hold | 86 | \$5,680,000 | 12 days | | **Total Blocked** | **284** | **\$25,040,000** | | Five things to notice: 1. \*\*$25M is stuck.** That is real working capital not yet ageing through DSO and not yet recognised in revenue. Each day on hold is a day of working-capital cost. At a 6% discount rate and a 30-day average hold age, that is about $124K of capital cost burned this month on hold-driven working capital alone. 2. **Credit Hold (\$4.82M, oldest 22 days).** Credit Management is sitting on these. Either credit limits need to expand for healthy customers (revenue at risk) or these are genuine credit concerns that need collection action. Cross-reference with [Customer Credit Utilisation](/nerve-centre/kpi-cards/oracle-erp/customer-credit-utilisation). 3. **Inventory Hold (\$11.42M)** is the biggest bucket. Either on-hand stock is wrong (cycle counts overdue) or demand exceeded supply forecasts. Cross-reference [OOS with Open SO Demand](/nerve-centre/kpi-cards/oracle-erp/oos-with-open-sales-order-demand) which gives the SKU breakdown. 4. **Approval Hold (\$5.68M, oldest 12 days).** Multi-step approval workflows (manager → director → VP for orders above thresholds) are not being completed within SLA. Audit who is sitting on the approval queue. 5. **Pricing Hold (\$2.14M)** typically means a custom price list or contract pricing did not match the entered price. Pricing Operations needs to either approve the variance or correct the entry. ## Sibling cards merchants should reference together | Card | Why pair it with Sales Orders Blocked | | ------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------- | | [Open Sales Order Value](/nerve-centre/kpi-cards/oracle-erp/oerp-open-so-value) | The denominator. Blocked / Open ratio is the operations health gauge. | | [Orders on Credit Hold](/nerve-centre/kpi-cards/oracle-erp/orders-on-credit-hold) | The Credit Hold bucket as its own pulse. | | [Customer Credit Utilisation](/nerve-centre/kpi-cards/oracle-erp/customer-credit-utilisation) | Why credit holds are firing. | | [OOS with Open SO Demand](/nerve-centre/kpi-cards/oracle-erp/oos-with-open-sales-order-demand) | The Inventory Hold breakdown by SKU plus ad-spend overlay. | | [Low Stock Alerts](/nerve-centre/kpi-cards/oracle-erp/low-stock-alerts) | Forward-looking inventory shortage list. | | [Sales Order to Invoice Lead Time](/nerve-centre/kpi-cards/oracle-erp/sales-order-to-invoice-lead-time) | Cycle time picks up the holds as friction. | | [Revenue Gap vs Commerce](/nerve-centre/kpi-cards/oracle-erp/revenue-gap-vs-commerce) | Holds turn into AutoInvoice Pending lag. | ## Reconciling against the vendor's own dashboard **Where to look in Oracle ERP Cloud:** > **Order Management → Manage Holds** > **OTBI → Order Management Real Time Subject Area** (filter `Hold Status = 'Active'`) > **Credit Management → Manage Credit Reviews** (for credit holds specifically) The native UI's Manage Holds page lists each hold with reason. Sum the SO `Ordered Amount` to compare against this card. **Why our number may legitimately differ:** | Reason | Direction | Why | | ---------------------------- | --------- | ---------------------------------------------------------------------------------------------------------- | | **Hold definition scope** | Either | Some implementations use custom hold types via SLA rules; the card respects whatever holds Oracle reports. | | **Time-on-hold computation** | Small | Card uses `hold_creation_date` to compute age; some Oracle reports use last-modified. | | **Currency** | Either | Card reports consolidated; UI shows transaction currency. | **Cross-connector reconciliation:** | Card | Direction | Notes | | ----------------------------------- | ----------- | ------------------------------------------------------------------- | | Commerce-platform open-orders cards | Approximate | Commerce platforms do not see Oracle hold reasons. Drill-down here. | ## Known limitations / merchant FAQs **What is a healthy ratio of Blocked / Open SO Value?** B2B distribution: 5 to 12% chronic blocked rate is typical. DTC: under 2%. Above 20% means systemic friction (credit policy too tight, inventory forecasting broken, approval workflow design issues). **Credit Hold release process, who owns it?** Credit Management module owner. The ageing-on-hold metric on this card identifies cases where the release is overdue. Pair with [Customer Credit Utilisation](/nerve-centre/kpi-cards/oracle-erp/customer-credit-utilisation) for credit-policy-level analysis. **Inventory Hold but my warehouse shows stock, why?** Reservation logic in Oracle Inventory Cloud may have allocated the on-hand to a different SO. Run the Reservations Report to see. Cycle-count discrepancies can also create phantom holds; physical count vs system count drift surfaces as Inventory Hold. **Approval Hold for orders above threshold, who is in the queue?** Configurable per implementation. Typical: orders above $50K need Director approval; above $250K need VP. The card flags ageing approvals so escalation is visible. **Manual Hold, what is it?** A hold placed by an Order Management user, typically pending customer clarification (delivery address change, line item adjustment). Should clear within 1 to 3 days; longer indicates communication breakdown with customer. **Why does this matter for Revenue Gap vs Commerce?** Blocked SOs eventually unblock, ship, AutoInvoice, and become GL revenue. The lag they introduce shows up on the [Revenue Gap vs Commerce](/nerve-centre/kpi-cards/oracle-erp/revenue-gap-vs-commerce) card as AutoInvoice Pending. Reducing blocked rate reduces the gap. **Can Vortex IQ release holds automatically?** No, deliberately. Hold release is a control point and requires user authorisation. Vortex IQ surfaces what is stuck and Ask Viq can route to the responsible owner; the action remains a human decision. **Multi-Business-Unit, per-BU view?** Yes. Drill-down by BU shows whether one BU's Operations team is more efficient at clearing holds than another's. Healthy benchmarks vary by industry vertical. *** ### Tracked live in Vortex IQ Nerve Centre *Sales Orders Blocked on Inventory or Credit* is one of hundreds of KPI pulses Vortex IQ tracks across Oracle ERP Cloud and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English. [Start for free](https://app.vortexiq.ai/login) or [book a demo](https://www.vortexiq.ai/contact-us) to see this metric running on your own data.