Holds (Oracle Order Entry / Shipping--Production)


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Holds

With a hold, you can stop an order, return, order line, or return line from continuing to progress through its life cycle. Holds can be applied manually, like an individual order hold, or automatically based on a set of criteria you define, like a credit check hold.

You can define as many different holds as you need to manage your business. These holds can be applicable at specific steps in your order's life cycle, or applied to a customer or item no matter where the orders currently are in the order cycle, with two exceptions. You cannot apply a hold if your order has been pick released

Credit Checking

Oracle Order Entry/Shipping performs an automatic credit check on your customers, based on credit rules and credit limits you define. You can set credit limits for a total of all the customer's orders and of individual order amounts; assign tolerance percentages; and exclude certain customers, types of orders, or payment terms from credit checking entirely. You can also place a customer's account on hold so that no new sales orders can be created for that customer. See: Defining Credit Check Rules.

Hold Sources

Hold sources allow you to apply a particular hold to a group of existing orders, returns, or their lines, and to new orders or lines meeting your hold criteria. Hold sources are valuable when you want to hold all current and future orders for an item, customer, or site. For example, you create a hold source to hold an unreleased item. You can still take orders for the item and recognize demand, but the order line is held until the item is ready. Once the item is available, you simply remove the hold source for the item, and all holds on individual order lines are released. A hold source can:

hold all existing orders, returns, or their lines and new orders, returns, or their lines that meet your hold source criteria

hold some existing orders, returns, or their lines and new orders, returns, or their lines that meet your hold source criteria

hold only new orders, returns, or their lines that meet your hold criteria

Hold Release

Oracle Order Entry/Shipping automatically releases holds when you supply a hold expiration date. Once the date is reached, the order can proceed along its cycle. Releasing a hold source releases all the orders, returns, and lines to which that hold source applied.

In the Find Holds window, you can also manually release hold sources or holds on individual orders, returns, and their lines.

Hold Security

Oracle Order Entry/Shipping allows you to control which responsibilities are able to define, apply, and remove holds.

Through the Order Entry/Shipping responsibilities and associated menus, you control who has the authority to define new holds or update existing ones. For each individual hold you define, you can also define which responsibilities have the authority to apply or release the hold. For example, you may have a quality hold that can be applied by any responsibility, but can be removed only by a Quality Assurance Supervisor responsibility.

On-line Status

Oracle Order Entry/Shipping's on-line inquiry capability lets you easily determine whether an order, return, or line is on hold and review the hold status of all orders, returns, and their lines. Use the Orders Workbench and View Orders window to see the hold status and history of a hold for an order or order line.

Multiple Holds

Oracle Order Entry/Shipping allows you to apply, manually or automatically, as many different holds as you need on a single order, return, order line. or return line. Orders, returns, or their lines are held until all applicable holds have been removed.

Oracle Order Entry/Shipping maintains a complete audit trail of holds applied or removed so you can track who applied or removed each hold, the date it was applied or removed, and why.

General Services Administration (GSA) Violation Hold

The GSA hold ensures that a specific group of customers always receives the best pricing. For example, in the United States, this customer group usually consists of government customers that purchase products from a list of pre-qualified suppliers. An order with the same discount level for any other customer outside the group is automatically placed on hold for further review.

Configurations

Pick Release does not release any part of a configuration if any line in the configuration is on hold, regardless of whether the model has the Ship Model Complete item attribute set to No.

If Oracle Product Configurator is installed, when you modify a configuration on a booked order, Configurator validates the new configuration and places the Configurator Validation Hold on invalid configurations to prevent further processing.