Defining Holds
You can define holds to halt processing of your orders, returns, and their lines. Since orders and returns are not affected by holds until they are applied, you can define all the holds you use in your business at one time. You can define holds that are effective only at certain steps of the order cycle as well as holds that apply regardless of the stage of the order cycle.
For example, you may want to apply an item hold to prevent order lines for a particular item to be released for shipment. Any orders that are not ready for shipment or any orders that have already been shipped are not affected by this hold. You can also define a hold that affects all orders for a given customer, no matter where the order is in its cycle. When this type of hold is applied, it is effective regardless of the order's position in the cycle.
For each hold, you can specify hold security by responsibility to control which responsibilities have authority to apply or remove the holds you define.
Attention: Holds are not effective between Pick Release and Ship Confirmation. If you want to prevent an order or order line from shipping, the hold must be effective for no cycle action or the cycle action of Pick Release.
To define a hold:
1. Navigate to the Holds window.
2. Enter a name and description for the hold you want to create.
3. Enter a valid hold type.
Oracle Order Entry/Shipping provides two standard hold types that are used for the GSA and Credit Checking features: GSA Violation Failure and Credit Check Failure. We also provide the Configurator Validation hold type, which is used if you invalidate a configuration after booking. You define other hold types using Order Entry QuickCodes. See: Defining Order Entry QuickCodes.
4. Optionally enter the cycle action where you want to stop processing of orders with this hold.
The hold activates as soon as the cycle action has a status for the applicable order. For example, you can define a hold that prevents an order from being released for picking by entering Pick Release in this field. The hold takes effect as soon as an order that meets your hold criteria is eligible for Pick Release. If you leave this field blank, the hold prevents the order from processing as soon as it is applied regardless of cycle action.
5. Optionally, enter effective dates for the hold to control when you can use this hold.
6. Optionally, determine which user responsibilities have authority to apply or release holds by entering combinations of responsibilities, authorized actions, and effective dates.
You can give some responsibilities the authority to apply a hold, other responsibilities the authority to release it, and others the authority to do both. If you do not specify a responsibility for a hold, anyone can apply or release it.
See Also
Applying Holds
Releasing Holds
Overview of Holds
