> ## 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. # Orders Blocked on Inventory or Credit, Sage > Orders held by inventory shortage or credit hold in Sage Intacct, ranked by revenue at stake. The morning unblocking queue. How to read it, why it matters,... **Metrics type:** [Key Metrics](/nerve-centre/overview#metrics-types-explained) • **Category:** [Ecommerce Platform](/nerve-centre/connectors#connectors-by-type) > Orders held by inventory shortage or credit hold in Sage Intacct, ranked by revenue at stake. The morning unblocking queue. ## At a glance > Sage Intacct Orders that are blocked, ranked by dollar value. Block reasons include credit hold (customer over credit limit or terms-violated), inventory shortage (Order line cannot allocate stock), pending approval (workflow approver offline), pending Project authorisation, or pending Department-head sign-off where the merchant uses dimension-based approval. The morning unblocking queue. | | | | ----------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **What it counts** | Open Orders WHERE `(ONHOLD = TRUE) OR (CREDITHOLD = TRUE) OR (allocated_qty < ordered_qty AND fulfilment_pending) OR (workflow_state = 'Pending Approval' AND age > threshold)`. Each row carries the block reason + dollar value + Customer + dimension tags + days-blocked. | | **Tax treatment** | Inclusive of estimated tax (Order Total). | | **Shipping** | Included. | | **Discounts** | Already deducted. | | **Refunds and Credit Memos** | n/a. | | **Cancelled / voided orders** | Excluded. | | **Currency** | Order in entity base currency, FX-translated to reporting currency. | | **Block categories** | Credit Hold, Inventory Hold, Approval Hold, Project Authorisation Hold, Custom Workflow Hold. Configurable. | | **Dimensions** | Each blocked Order carries Department, Location, Project, Customer through. Lets the Controller filter to "blocked Orders for East Coast Sales (Department 200)" and ping that team only. | | **Time window** | Real-time snapshot (`RT`) | | **Alert trigger** | `>0 high-value blocked` (default: any Order > \$10K blocked > 24 hours), tunable per workspace | | **Sentiment key** | `blocked_so` | | **Roles** | owner, finance, operations | ## Calculation Calculated automatically from your Sage 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 B2B distributor on Sage Intacct Multi-Entity Console. Snapshot 14 Apr 26, 9:00am. | Block reason | Order count | Value at stake | Median days blocked | | --------------------------------------- | ----------- | -------------- | ------------------- | | Credit Hold | 12 | \$284,000 | 4.2 | | Inventory Hold (allocation short) | 8 | \$186,000 | 2.8 | | Approval Hold (pending Department-head) | 6 | \$94,000 | 1.6 | | Project Authorisation Hold | 3 | \$48,000 | 5.4 | | **Total blocked (this card)** | **29** | **\$612,000** | **3.4** | Top 5 highest-value blocked Orders: | Order | Customer | Block reason | Value | Days blocked | Dimensions | | ------------- | ----------------------- | ---------------------------------- | -------- | ------------ | -------------------------- | | SO-00012-2026 | Apex Industrial Supply | Credit Hold (over \$250K limit) | \$84,000 | 6 | Dept 200 East, Loc Newark | | SO-00014-2026 | Northwind Manufacturing | Inventory Hold (SKU-44A short 120) | \$62,000 | 3 | Dept 100 West, Loc Oakland | | SO-00018-2026 | Apex Industrial Supply | Credit Hold (cascading) | \$48,000 | 6 | Dept 200 East, Loc Newark | | SO-00021-2026 | Vortex Energy LLC | Project Authorisation Hold | \$36,000 | 7 | Project PRJ-NOVA, Dept 300 | | SO-00024-2026 | Helios Wholesale | Approval Hold | \$28,000 | 2 | Dept 200 East | Action playbook: 1. \*\*Apex Industrial Supply: $132K stuck on credit hold across two Orders.** Customer has been a 3-year reliable payer; the credit limit was set in 2023 and not refreshed. Finance: review and raise limit by 25%, release both Orders today. Cash impact: $132K Invoice within 7 days, \~\$132K cash within 35 days. 2. **Inventory Hold on SKU-44A: 120 units short blocking \$62K.** Procurement: confirm next inbound PO date. If >7 days, partial-ship the Order with the available 80 units and back-order the rest. Customer notified. 3. **Project Authorisation Hold sitting 7 days on PRJ-NOVA.** Project Manager has been on PTO. Backup approver should have been delegated; Operations to set up auto-delegation. 4. **Cascading credit holds.** Apex's two Orders together push them to 145% of credit limit; raising the limit clears both. Without the [Customer Credit Utilisation](/nerve-centre/kpi-cards/sage/customer-credit-utilisation) card, the cascade isn't visible. 5. **Cumulative cash impact:** clearing 80% of the queue this week unlocks \~$490K of forward Invoices, ~$490K of cash within 5 weeks. The morning unblocking ritual is the single highest-leverage Operations habit a B2B Intacct merchant has. ## Sibling cards merchants should reference together | Card | Why pair it with Open Orders Blocked | | --------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------- | | [Open Order Value](/nerve-centre/kpi-cards/sage/sage-open-so-value) | The denominator. Blocked Orders as a % of total Open Orders is the operational health ratio. | | [Customer Credit Utilisation](/nerve-centre/kpi-cards/sage/customer-credit-utilisation) | Why credit holds happen. Customers near 100% utilisation will keep tripping the hold. | | [Credit Hold Spike](/nerve-centre/kpi-cards/sage/credit-hold-spike) | Alert when credit holds rise sharply. | | [Low Stock Alerts](/nerve-centre/kpi-cards/sage/low-stock-alerts) | Why inventory holds happen. Inbound POs vs short SKUs. | | [Order to Invoice Lead Time](/nerve-centre/kpi-cards/sage/order-to-invoice-lead-time) | If lead time is rising, blocked Orders are typically the cause. | | [Order State Breakdown](/nerve-centre/kpi-cards/sage/sage-so-state-breakdown) | The state distribution in which Blocked Orders sit. | | [Top B2B Accounts by Revenue](/nerve-centre/kpi-cards/sage/sage-top-b2b-accounts) | If a top account appears here repeatedly, the customer health is at risk. | ## Reconciling against the vendor's own dashboard **Where to look in Sage Intacct:** > **Order Entry → List View → Filter: On Hold = TRUE** > **Reports → Order Entry → Sales Order Register → Hold filter** > **Customer → List View → Filter: Credit Hold = TRUE** > **Interactive Custom Report (ICR)** combining Order Entry + Customer + Inventory data sources Intacct does not surface a single "blocked Orders by reason" view natively; the merchant must combine three filters (Order hold, credit hold, inventory short). Vortex IQ joins them automatically. **Why our list may legitimately differ from a manual check:** | Reason | Direction | Why | | -------------------------------- | --------------------- | ---------------------------------------------------------------------------------------------------------- | | **Hold flag latency** | Card slightly delayed | New holds applied within last 5-15 minutes may not appear yet. | | **Approval workflow definition** | Either | Some merchants treat "Pending Approval > 24h" as blocked; others wait 72h. Default is 24h, configurable. | | **Inventory allocation** | Either | Allocation logic varies (FIFO vs zone-based vs reservation). Card uses Intacct's native allocation result. | | **Custom block flags** | Material | Merchants who use a custom field for hold reasons must map it via the field map. | **Cross-connector reconciliation:** This card is internally Intacct-only; the block reasons live in Intacct's Order and Customer records. Commerce platforms cannot block (they accept payment instantly), so there is no commerce-side counterpart. ## Known limitations / merchant FAQs **What is a healthy blocked-Orders ratio?** Below 5% of Open Order Value is healthy. 5-10% suggests credit policy or inventory planning is tight; >10% suggests structural problems (over-aggressive credit limits, chronic inventory shortages, or workflow approver bottlenecks). **Should credit holds always be released same-day?** No. Some are correct (genuinely over-extended customers). The card's value is making the *decision* explicit and same-day; "release", "raise limit", or "decline and renegotiate terms" are all valid outcomes. **Why does the card include Approval Holds?** Because they are the silent killer. A \$36K Order sitting 7 days in approval is real revenue lag and pure process waste. Surfacing them as part of the unblocking queue forces the conversation. **Multi-Entity Console: how does the card scope?** By default rolls up across all entities. Per-entity filter available so the East Coast Operations Manager only sees their queue. **Can the card auto-unblock?** No, intentionally. Releasing a credit hold is a Finance decision; auto-release would create audit risk. Ask Viq can draft the release in Intacct and require Finance approval before posting. **My Implementation Partner says credit holds should be reviewed by AR not Operations. Right?** Both. AR sets the credit limits; Operations needs visibility because Order fulfilment depends on it. The card is shared; Finance acts on the credit-hold rows, Operations on the inventory-hold rows. **What threshold should I set for "high-value blocked"?** Default $10K. Larger merchants ($50M+ revenue): $25K. Smaller: $5K. Calibrate to capture the top 20% of blocked Order value. **How does this compare to NetSuite's Open SOs Blocked?** Conceptually identical. NetSuite uses status codes; Intacct uses hold flags + workflow state. The card normalises both into a unified "block reason" classifier. **Does this card include B2B portal Orders?** Yes if the portal Orders flow through Intacct's Order Entry module. Standalone B2B portal Orders without Intacct integration are not in scope. **Project Authorisation Hold is unique to my services-business setup. Does the card understand it?** Yes if the Project dimension drives the Order workflow. Configure the Project Authorisation Hold rule in the field map. Default detection assumes any Order tagged to a Project with workflow\_state = 'Pending Project Authorisation' is blocked under that reason. *** ### Tracked live in Vortex IQ Nerve Centre *Orders Blocked on Inventory or Credit* is one of hundreds of KPI pulses Vortex IQ tracks across Sage 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.