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You can apply your holds to be effective immediately and universally. If you want to apply your hold specifically to certain orders, returns, order lines, or return lines, navigate to the Orders and Lines windows to indicate them individually.

You can view the cycle status and hold status of orders using the View Orders window. Once you have applied a hold source to an order, return, or line, you must query the hold source in order to apply the hold to another order or line.

Prerequisites

   Define your holds. See: Defining Holds.

   To define a hold source:

1. Navigate to the Hold Sources window.

2. In the Hold Selection Criteria region, select the hold parameter that determines which orders will be placed on hold and define a value for your hold parameter.

For example, select Customer as the hold parameter and choose a specific customer as the value.

3. Select the name of the hold you want to apply.

Note: If the hold you are applying has been defined as a hold with Hold Authorizations, you must be logged in as one of the responsibilities permitted to apply the hold before the hold appears in the list of available holds.

4. Optionally define the Hold Until Date, which is the date when the hold is released automatically.

5. Optionally enter a comment.

   To apply a hold to a single existing order or return:

1. Create a hold source in the Hold Sources window, as above.

Use the Order hold parameter.

2. Choose the Hold All Orders button to hold the order.

Oracle Order Entry/Shipping automatically creates a hold source for that order or return.

   To apply a hold to a specific order line or return line:

1. Create a hold source in the Hold Sources window, as above.

Use the Order hold parameter.

2. Choose the Lines button.

The Lines window appears.

3. For each order line or return line that you want to hold, either check the On Hold check box or choose the Mark for Hold button

You can also choose Select All from the Edit menu, optionally deselect some entries, and choose Mark for Hold.

Note: The Mark for Hold button automatically checks the On Hold check box by each entry you have selected, but Oracle Order Entry/Shipping does not apply the hold until you save your changes.

4. Save your work.

Oracle Order Entry/Shipping automatically creates a hold source for that order or return.

   To apply a hold to future orders, returns, or their lines:

1. Create a hold source in the Hold Sources window, as above.

Note: Select any hold parameter except Order.

2. Save your work.

Oracle Order Entry/Shipping automatically creates a hold source. For any hold parameter besides Order, saving your work instructs Order Entry/Shipping to compare all subsequently created orders, returns, or lines against your hold source criteria and to apply the hold source where appropriate. If you use the Customer parameter, Order Entry/Shipping creates an order-level hold; if you use Site or Item, Order Entry/Shipping creates a line-level hold.

   To apply a hold to future and all existing orders or returns:

1. Create a hold source in the Hold Sources window, as above.

Note: Use either the Customer or Site Use hold parameter.

2. Choose the Hold All Orders button.

Choosing this button creates a hold source that matches your criteria. Order Entry/Shipping applies the hold to existing orders and returns where appropriate, and later to new orders and returns that satisfy the hold criteria.

   To apply a hold to future and all existing order or return lines:

1. Create a hold source in the Hold Sources window, as above.

Note: Use the Item hold parameter.

2. Choose the Hold All Lines button.

Choosing this button creates a hold source that matches your criteria. Order Entry/Shipping applies the hold to existing lines where appropriate, and later to lines on new orders and returns that satisfy the hold criteria.

   To apply a hold to future orders and returns and several existing orders or returns:

1. Create a hold source in the Hold Sources window, as above.

2. Choose the Orders button

The Orders window appears.

After you save, Oracle Order Entry/Shipping creates a hold source that matches your criteria. The criteria you enter determine which orders display in the Orders window.

3. For each order or return that you want to hold, either check the On Hold check box or choose the Mark for Hold button

You can also choose Select All from the Edit menu, optionally deselect some entries, and choose Mark for Hold.

Note: The Mark for Hold button automatically checks the On Hold check box by each entry you have selected, but Oracle Order Entry/Shipping does not apply the hold until you save your changes.

4. Save your work.

   To apply a hold to future order or return lines and several existing order or return lines:

1. Create a hold source in the Hold Sources window, as above.

2. Choose the Lines button.

The Lines window appears.

Oracle Order Entry/Shipping automatically creates a hold source that matches your criteria. The criteria you enter determine which lines display in the Lines window.

3. For each order or return line that you want to hold, either check the On Hold check box or choose the Mark for Hold button

You can also choose Select All from the Edit menu, optionally deselect some entries, and choose Mark for Hold.

Note: The Mark for Hold button automatically checks the On Hold check box by each entry you have selected, but Oracle Order Entry/Shipping does not apply the hold until you save your changes.

4. Save your work.

See Also

Releasing Holds

Sample Holds

Viewing Orders and Returns