Sales Order Hold Codes

The sales order hold code indicates that the order requires special processing and/or management attention.

Valid hold codes are defined on Reference File category 402.  They include:

·     Administrative

·     Past Due Accounts Receivable

·     Over Credit Limit

·     Over Order Limit

·     Future Order

·     Quote Order Hold

·     Customer Order Hold

·     EDI Order Hold

·     EDI Price Hold

·     User Defined Sales Order Hold Codes

The hold code may be automatically assigned by the system, or manually assigned by the operator.

If an order fails the credit check, the sales order hold code is automatically set to a value corresponding to the first credit exception detected (past due A/R balance, over credit limit, or over order limit).

Operators may manually put the order on hold by entering a valid hold code on the header screen.  However, if the operator manually assigns a hold code for a credit exception (past due A/R balance, over credit limit, or over order limit) and the order passes through a credit check without detecting any of these exceptions, the hold code is removed.  If the operator assigns a Future Order or Quote Order hold code and the order fails the credit check, the system will assign a new hold code for the first credit exception detected.  If an order is placed on Administrative hold, the order will remain on hold until it is manually released, and it will not be overridden by any other hold code.

A customer may be placed on hold by entering 'Y' in the Customer Hold field on the Credit Information screen in the Customer Master Maintenance conversation.  This will place all the customer's open sales orders on customer hold.  All new orders for that customer will also be held.  The system will not place orders on Customer Order hold that are already on Administrative, EDI Order, or EDI Price hold.

An incoming EDI order can be placed on EDI Order hold by entering a 'Y' in the EDI Hold field on the Sales Information 2 screen in the Customer Master Maintenance conversation.  This will place all EDI orders for the customer on hold until they have been manually released.  An incoming EDI order can also be placed on EDI Price hold by setting the system to watch for a discrepancy between the customer's price and the MAC-PAC price.  To do this, enter an 'H' in the EDI Customer Price flag on the Sales Information 2 screen in the Customer Master Maintenance conversation.  This will place EDI orders on hold if the customer's price does not equal the MAC-PAC price.  The hold must be manually released.  EDI hold codes are not valid for Quote orders.  More information about EDI hold codes is available in the Key Fields section of the Electronic Data Interchange User Manual.

Considerations

Associated with each hold code is a reserve inventory flag and a ship hold flag. 

The reserve inventory flag indicates whether availability checking should be performed and inventory reserved for this order.  When a sales order is taken off hold in the Sales Order Maintenance conversation, availability checking and inventory reservation will automatically occur for each line on the sales order.

Inventory will not be "unreserved" if a sales order is put on hold after inventory has been reserved.

The allow shipment flag indicates whether a shipment will be prevented from being shipped.

An optional security feature allows control over which users may release orders from hold.  If used, this feature would allow management to control which operators could release a credit hold.