Placing Sales Orders on Hold

The section provides an overview, prerequisites and describes how to:

Apply holds automatically.
Apply holds manually.
Manage holds with the Order Hold Workbench.

Understanding Sales Order Holds in PeopleSoft Order Management

This section discusses:

Sales order holds and Inventory processing.
Hold information appearing on sales orders.

In PeopleSoft Order Management, holds can be applied automatically, manually at order entry, or by using the Order Hold Workbench. Entry violations can prevent fulfillment in PeopleSoft Inventory, or PeopleSoft Purchasing for direct-shipped orders, if the violation of the order parameter is serious, or the system simply displays a warning message for less important infractions. Hold codes also determine whether demand should be included in the PeopleSoft Supply Planning algorithms or the sales order should be sent to PeopleSoft Billing for invoicing.

Price-related holds will not be placed on the order if the order is from a buying agreement. The price-related holds are Minimum Selling Price, Less Than Minimum Margin, and Exceeds Maximum Margin.

The system can perform hold checks online at order entry or use two processes: Automatic Hold Check and Automatic Credit Check to periodically review quote and order headers, lines, and schedules to apply and release holds. A third process, Populate Demand, sends demand data to PeopleSoft Inventory for orders with released holds, if the order schedule is saved in an open status. If the order schedule is saved in pending status and is subsequently released manually from hold, changing the status to open sends the demand data to PeopleSoft Inventory. In this case, the Populate Demand process need not be run for that order.

Updating holds is controlled using role security. Hold codes are assigned to roles and given authority to add, release or delete and then roles are associated with user id. For example, the security can prevent a CSR from releasing a credit related hold but allow the CSR to manage order related holds. The hold security is enabled when using the sales order, Order Hold Workbench, messages, and applying messages to customers and products. For example, a user could only add a message hold to a product or customer if they have the appropriate security for the hold code.

Note. Additional processes remove other holds. The Request Price Check process (OM_AUDIT) is used for price discrepancy holds and the CC Processing (OM_CRC000) process removes credit card holds after they are authorized.

See Using Request Price Check.

See Processing Credit Cards.

This section discusses:

Sales order holds and inventory processing.
Hold information that appears on sales orders.

Sales Order Holds and Inventory Processing

When a new sales order schedule is saved in the Open status and it goes on hold, order information is not passed to PeopleSoft Inventory. When the underlying hold is removed by the Automatic Hold Check or Automatic Credit Check process, the Populate Demand process should be run. The exception to this rule is for hold conditions that are not severe enough to prevent order fulfillment. In these cases, you can determine which state to process through by checking the Pass to Unfulfilled, Pass to Releasable, Pass to Released, Pass to Picked/Confirmed, or Pass to Shipped options on the Hold Processing Page. When any of these items are checked, at the specified state, processing proceeds even when the order violates the hold parameter.

Sales orders can be put on hold after the demand line is sent to PeopleSoft Inventory. The inventory system checks for holds at two points in the fulfillment cycle:

When the Picking Plan process runs.
When an order is selected for shipment on the Shipping/Issues - Order Summary page.

If the Picking Plan process determines that a hold is applied to an order, the demand line is not printed on the picking plan. If you select an order that is on hold from the Shipping/Issues component, the system prevents shipment of the order.

Note. Orders must be released from hold in PeopleSoft Order Management or the Order Hold Workbench. Inventory personnel aren’t able to remove the hold for sales orders.

Note. Run the Automatic Credit Check process and the Automatic Hold Check process in PeopleSoft Order Management to reevaluate the status of orders that are put on hold after demand data is sent to PeopleSoft Inventory.

Note. If you are working with large volume orders, it's important to run the Automatic Credit Check and Automatic Hold Check process frequently to ensure that orders that exceed the maximum line/schedule thresholds are updated for hold and credit checking.

See Working with Large Orders and Quotes.

The diagram outlines the effect of sales order holds on Inventory order fulfillment.

Effect of sales order holds on inventory (1 of 3)

Effect of sales order holds on inventory (2 of 3)

Effect of sales order holds on inventory (3 of 3)

Note. Whenever a hold is updatedrow is written to the ORD_HOLD_AUDIT table capturing the event.

Hold Information Appearing on Sales Orders

On the Order Form Entry page, you can access the Order Hold History page from the Header Menu to view hold information for the entire order. From the header, line, and schedule Hold/Change Reasons page, you can access a hold history page for each of the levels. When making changes to holds on the sales order, you must provide a reason code.

The sections discuss how hold information appears on sales orders.

Header Holds

When an order is on hold at the header level, this occurs:

A red ORDER HOLD indicator appears on the Order Header section of the Order Entry Form page.
A row is written to the ORD_HOLD table with an active status.
A row is written to the ORD_HOLD_AUDIT table capturing the event.

Line Holds

When an order is on hold at the line level, this occurs:

The Hold column of the Order Lines section of the Order Entry Form page displays a red L for each line that has a line hold.
A row is written to the ORD_HOLD table with an active status.
A row is written to the ORD_HOLD_AUDIT table capturing the event.

Schedule Holds

When an order is on hold at the schedule level, this occurs:

The Hold column of the Shipment Schedules page display a red S for each schedule that has a schedule hold.
A row is written to the ORD_HOLD table with an active status.

A row is written to the ORD_HOLD_AUDIT table capturing the event.

Note. The Hold column of the Order Lines section of the Order Entry Form page displays a red S for each line that has at least one schedule hold. If the order line also has a line hold, then a red L/S appears to indicate that the order line has both line and schedule holds.

The automatic holds that apply to the sales order header, line, and schedule are listed in this table:

Header	Line	Schedule
Bill to customer exceeds credit limit. Bill to customer has a message attached with an action of hold. No sold to ID entered. No bill to ID entered. VMI. Financial Sanctions Screening.	Product has a message attached with an action of hold. Components are not defined for a product kit. Minimum or maximum order quantity violations. Buying agreement violations. Configuration violations.	No ship to ID entered. Margin violations. Minimum selling price violation. Counter sale. Margin rule. Product kit component product has a message attached with an action of hold.

Header

Line

Schedule

Bill to customer exceeds credit limit.

Bill to customer has a message attached with an action of hold.

No sold to ID entered.

No bill to ID entered.

VMI.

Financial Sanctions Screening.

Product has a message attached with an action of hold.

Components are not defined for a product kit.

Minimum or maximum order quantity violations.

Buying agreement violations.

Configuration violations.

No ship to ID entered.

Margin violations.

Minimum selling price violation.

Counter sale.

Margin rule.

Product kit component product has a message attached with an action of hold.

Prerequisites

Establish to set up options for hold processing.

Establish default reason codes.
Define hold codes on the Hold Codes page.
Define automatic hold parameters, determine the impact of manual holds on order processing, and elect online or background processing for hold checking, and establish holds on the Holds Processing page.
Define Holds Setup options on the Holds Setup page.
Assign hold codes to user roles to control what holds a role can manage.
To associate a Message Action hold with a customer or product, define a message with an action of Hold on the Messages page.
- Attach messages to customers on the General Information - Messages page and to products on the Messages page.
- When these customers or products are referenced on an order, the order (or line in the case of products, schedule in case of product kit component products) is placed on hold. The customer or product remains on hold until the message is removed, or until the hold code is manually inactivated on the Hold page or Order Hold Workbench for each order with this message attached.

Applying Holds Automatically

This section provides and overview and discusses how to:

Perform automatic hold checking.
Performing automatic credit checking for customers.
Performing automatic credit checking by order source codes.

Understanding Automatic Hold Processing

Perform these steps to use automatic hold processing.

Run the Automatic Hold Check Process.
Run the Automatic Credit Check process by customer or source code.
Run the Populate Demand process to populates PeopleSoft Inventory demand tables after the holds are released.

Pages Used to Process Holds Automatically

Page Name	Object Name	Navigation	Usage
Automatic Hold Check	RUN_OM_HOLD	Order Management, Quotes and Orders, Process Orders, Apply/Release Order Hold	Establish process parameters to apply and remove holds that are not related to credit holds.
Customers	RUN_OM_CREDIT	Order Management, Quotes and Orders, Process Orders, Apply/Release Credit Hold, Customers	Establish process parameters to run credit checking for all orders by setID, customer, or customer group.
Source Codes	RUN_OM_CREDIT2	Order Management, Quotes and Orders, Process Orders, Apply/Release Credit Hold, Source Codes	Establish process parameters to run credit checking by source codes.
Populate Demand	RUN_OM_DEMAND	Order Management, Quotes and Orders, Process Orders, Release Demand to Inventory	Establish process parameters to pick up data for orders that are released from hold and send the information to PeopleSoft Inventory for fulfillment processing.

Performing Automatic Hold Checking

Access the Automatic Hold Check page.

The Automatic Hold Check process (OM_HOLD) reviews open orders, lines, and shipment schedules for hold conditions based on the criteria that are established on the Hold Processing page as well as Message Action Holds. If conditions that previously put an order (header, line, or schedule) on hold no longer exist, this process automatically removes the hold.

Note. Run this process prior to picking or shipping in PeopleSoft Inventory to reevaluate the hold status for orders placed on hold after demand data is sent to Inventory.

Performing Automatic Credit Checking for Customers

Access the Apply/Release Credit Hold - Customers page.

The Automatic Credit Check process (OM_CREDIT) determines which orders have credit holds that should be applied or released based on the credit hold criteria that is established on the:

Order Management business unit Credit Processing page.
General Information - Credit Profile - Credit Check page.
Order Group Terms page.

All three of these credit-checking options must be selected in order for the process to perform credit checks. If a customer normally has credit checking run on their orders, you can bypass credit checking for a particular order by assigning an order group that has credit check turned off. Use this option when shipping customer goods on an order where you do not want the value of the order included in the credit-checking algorithm.

This process is enabled when Sales Order and or Quote is selected in the background group box on the Credit Processing page. Run the Automatic Credit Check process for customers and source codes.

Note. The credit-checking algorithm only includes orders in open status. Orders with order schedules in Pending status are ignored until they are moved to open. Automatic Credit Check should be run regularly if sales orders are modified after being created in open status. Run Automatic Credit Check for both customers and sales orders to ensure that orders changed to open from pending status are included in the process.

Note. You should run this process before picking or shipping in PeopleSoft Inventory to reevaluate the hold status for orders after demand data is sent to Inventory.

Customer Group

Only customer groups that you designate as a reporting group type on the Customer Group Table page appear on the list of available options.

Performing Automatic Credit Checking by Order Source Codes

Access the Apply/Release Credit Hold - Source Codes page.

Inclusive Source Code

If you leave the field blank, the Automatic Credit Check process runs for all source codes. Source Codes are set up on the Order Source Codes page. Elect to run this process for a specific order source. For example, if you want to run Automatic Credit Check against orders that you receive from the web, you enter the source code that you set up for web orders.

Populating Demand

Access the Populate Demand page.

When an order is placed on hold, the system may not send demand to PeopleSoft Inventory depending on the selections on the Holds Processing page for the various states in Inventory. When holds prevent order information transfer to Inventory, the Populate Demand process picks up data from these orders that are in open status and populates PeopleSoft Inventory demand tables when the holds are released.

Applying Holds Manually

Automatic hold processing handles the majority of order holds, but there may be circumstances that require clerks to place order or quote headers, lines, or schedules on hold manually. Determine the effect of manual holds on order processing and planning consideration on the Hold Processing page.

Use these pages to apply manual holds for sales orders and quotes:

Header Holds/Change Reasons page.
Line Holds/Change Reasons page.
Schedule Holds/Change Reasons page.
Order Hold Workbench pages.

Note. Orders that are placed on hold manually must have the holds removed manually.

Pages Used to Apply Holds Manually

Page Name	Object Name	Navigation	Usage
Header Holds/Change Reasons	ORDENT_HDR_RSN	Select Holds / Change Reasons in the …Header Menu field on the Order Entry Form page.	Place or remove manual order holds at the header level.
Line Holds/Change Reasons	ORDENT_LINE_RSN	Select Holds / Change Reasons in the …Lines Menu field on the Order Entry Form page.	Place or remove manual order holds at the line level.
Schedule Holds/Change Reasons	ORDENT_SCH_RSN	Select Holds / Change Reasons in the …Schedule Menu field on the Shipment Schedules page.	Place or remove manual order holds at the schedule level.
Order Hold Workbench — Overview	HWB_OVERVIEW	Order Management, Quotes and Orders, Order Hold Workbench	Use this page to view analytic data across sales orders on hold. Hold data can be searched/summarized using business unit, hold code or customer.

Managing Holds With the Order Hold Workbench

This section provides an overview of the Order Hold Workbench and discusses how to:

Use the Order Hold Workbench.
Searching for holds.
Manage header holds.
Manage line holds.
Manage schedule holds.

Understanding the Order Hold Workbench

The Order Hold Workbench enables visibility into holds across orders, lines and schedules and to make it easier to apply, release, and delete individual holds against multiple orders. You can release or apply holds using the workbench instead of manually manipulating the holds on the sales order or using the background processes. The workbench includes:

Search criteria for retrieving orders.
The ability to see certain analytic data about holds across your organization.
The ability to manually apply, release, or delete holds across multiple orders at the header, line or schedule level.
The ability to have a message evaluated against an order and have holds applied or deleted depending if the message should be active against a customer or product.
Role security to control the hold codes that each role can manipulate.
Links to product and customer messages and hold codes.

Understanding the Select All and Deselect All Options

This table describes the behavior of the Select All and Deselect All buttons on the header, line, and schedule hold pages.

Page when Select All/ Deselect All button is pushed	Hold Action = Apply	Hold Action = Release/Delete	Hold Action = Message
Header	Select All will select all grid lines at the Header level. Deselect All will deselect all grid lines at the Header level.	Select All will select all grid lines at the Header, Header Hold, Line, Line Hold, Schedule, and Schedule Hold level. Deselect All will deselect all grid lines at the Header Hold level.	Select All will select all grid lines at the Header Hold level. Deselect All will unselect all grid lines at the Header Hold level.
Header Hold	Select All will select all grid lines at the Header Hold level. Deselect All will deselect all grid lines at the Header Hold level.	Select All will select all grid lines at the Header Hold level. Deselect All will deselect all grid lines at the Header Hold level.	Select All will select all grid lines at the Header Hold level. Deselect All will deselect all grid lines at the Header Hold level.
Line	Select All will select all grid lines at the Line level. Deselect All will deselect all grid lines at the Line level.	Select All will select all grid lines at the Line, Line Hold, Schedule, and Schedule Hold level. Deselect All will deselect all grid lines at the Line, Line Hold, Schedule, and Schedule Hold level.	Select All will select all grid lines at the Line, and Schedule level. Deselect All will deselect all grid lines at the Line and Schedule level.
Line Hold	Select All will select all grid lines at the Line Hold level. Deselect All will deselect all grid lines at the Line Hold level.	Select All will select all grid lines at the Line Hold level. Deselect All will deselect all grid lines at the Line Hold level	Select All will select all grid lines at the Line Hold level. Deselect All will deselect all grid lines at the Line Hold level.
Schedule	Select All will select all grid lines at the Schedule level. Deselect All will deselect all grid lines at the Schedule level.	Select All will select all grid lines at the Schedule and Schedule Hold level. Deselect All will deselect all grid lines at the Schedule, and Schedule Hold level.	Select All will select all grid lines at the Schedule level. Deselect All will deselect all grid lines at the Schedule level.
Schedule Hold	Select All will select all grid lines at the Schedule Hold level. Deselect All will deselect all grid lines at the Schedule Hold level.	Select All will select all grid lines at the Schedule Hold level. Deselect All will deselect all grid lines at the Schedule Hold level.	Select All will select all grid lines at the Schedule Hold level. Deselect All will deselect all grid lines at the Schedule Hold level.

Page when Select All/ Deselect All button is pushed

Hold Action = Apply

Hold Action = Release/Delete

Hold Action = Message

Header

Select All will select all grid lines at the Header level.

Deselect All will deselect all grid lines at the Header level.

Select All will select all grid lines at the Header, Header Hold, Line, Line Hold, Schedule, and Schedule Hold level.

Deselect All will deselect all grid lines at the Header Hold level.

Select All will select all grid lines at the Header Hold level.

Deselect All will unselect all grid lines at the Header Hold level.

Header Hold

Select All will select all grid lines at the Header Hold level.

Deselect All will deselect all grid lines at the Header Hold level.

Select All will select all grid lines at the Header Hold level.

Deselect All will deselect all grid lines at the Header Hold level.

Select All will select all grid lines at the Header Hold level.

Deselect All will deselect all grid lines at the Header Hold level.

Line

Select All will select all grid lines at the Line level.

Deselect All will deselect all grid lines at the Line level.

Select All will select all grid lines at the Line, Line Hold, Schedule, and Schedule Hold level.

Deselect All will deselect all grid lines at the Line, Line Hold, Schedule, and Schedule Hold level.

Select All will select all grid lines at the Line, and Schedule level.

Deselect All will deselect all grid lines at the Line and Schedule level.

Line Hold

Select All will select all grid lines at the Line Hold level.

Deselect All will deselect all grid lines at the Line Hold level.

Select All will select all grid lines at the Line Hold level.

Deselect All will deselect all grid lines at the Line Hold level

Select All will select all grid lines at the Line Hold level.

Deselect All will deselect all grid lines at the Line Hold level.

Schedule

Select All will select all grid lines at the Schedule level.

Deselect All will deselect all grid lines at the Schedule level.

Select All will select all grid lines at the Schedule and Schedule Hold level.

Deselect All will deselect all grid lines at the Schedule, and Schedule Hold level.

Select All will select all grid lines at the Schedule level.

Deselect All will deselect all grid lines at the Schedule level.

Schedule Hold

Select All will select all grid lines at the Schedule Hold level.

Deselect All will deselect all grid lines at the Schedule Hold level.

Select All will select all grid lines at the Schedule Hold level.

Deselect All will deselect all grid lines at the Schedule Hold level.

Select All will select all grid lines at the Schedule Hold level.

Deselect All will deselect all grid lines at the Schedule Hold level.

Note. Manually selecting and deselecting the Select For Change field has the same behavior in the table but only at a particular order header, line, or schedule level.

Note. After determining your Hold Action and selecting rows, your selections will be cleared if the Hold Action is changed. The only exception is if you toggle between the Delete and Release Hold Action.

Common Elements in the Holds Workbench

Apply Changes	Click the button to perform the hold changes. Note. This is a powerful feature so make sure that you are only modifying the holds/orders that you are intending.
Clear	Click the button to reset to the default values to when you first entering the page.
Current Holds	Displays the level of an active hold in the sales order. Values are: H: header holds, L: line holds, and S: schedule holds. Note. Multiple holds can be present. For example, a hold on the line and schedule would display as LS.
Deselect All	Click the button to deselect all of the lines in the grid.
Header Holds and Line Holds and Schedule Holds	If there is an active hold at the header, line, or schedule, click the Hold Code to view additional information about the hold. If there are more active holds than can be displayed in the field, there will be a plus '+' symbol in the field.
Hold Action	Select which action to perform on the holds. Values are: Apply: Select to apply holds. Delete: Select to delete holds. Message: Select to evaluate whether or not a message hold should be added or deleted. If the message condition applies, the hold will be applied. If a hold is applied from a message and the condition no longer applies, the hold is deleted. Release: Select to release a hold.
Hold Code	Select the hold code or codes that you want to modify. If you are applying a hold, you need to specify at least one Hold Code. If you are releasing or deleting a hold you can optionally leave the field blank, the system will apply the Hold Action to all the rows that were selected based on your hold security. For example, if you are not authorized to release credit holds, they system will not let you modify those types of holds. This is a powerful feature and should be used carefully. Note. This field does not appear if the Hold Action is Message.
Hold Codes I'm Authorized For	Use to limit search for hold codes that are assigned to the user by Hold Code Security by Role. By default this field is checked when accessing the page for the first time.
Message Code	Use to search by the holds with message codes. This field displays if the Hold Action is message on the . Enter a message.
Order No (number)	Click to open the order in the Order Entry Form.
Reason Code	If you make any changes to the hold condition, select a reason code. If the Hold Action is Message, the Reason Code field is automatically populated with the system message code defined at the Order Management Business Unit. The workbench follows system rules for applying and or deleting messages to orders. The user may also not have direct security to the hold code. This is to make clear the user didn't directly apply or delete a hold when the message was evaluated.
Select All	Click the button to select all of the lines in the grid that were returned by the search criteria. See Understanding the Select All and Deselect All Options.
Select for Change	Use to select the orders to modify. You can also use the Select All and Deselect All buttons to work with multiple holds.
Show Lines	Click the button to view the line information in the grid.
Show Scheds	Click the button to view the schedule information in the grid.
Status	Select either Active or Inactive to limit the search criteria. By default this field is set to Active.
View History	Click the link to access the Header Hold History page.

Pages Used to Manage Holds With the Order Hold Workbench

Page Name	Object Name	Navigation	Usage
Order Hold Workbench — Overview	HWB_OVERVIEW	Order Management, Quotes and Orders, Order Hold Workbench	Use this page to view analytic data across sales orders on hold. Hold data can be searched/summarized using business unit, hold code or customer.
Current Active Average Hold Days	HWB_CURRHLD	Click the More Current Active Hold Days link on the Order Hold Workbench — Overview page.	Use to view the days on hold for additional Hold codes.
Average Days on Hold	HWB_AVGHLD	Click the Average Dates on Hold with Different Dates on the on the Order Hold Workbench — Overview page. Click the More Average Days on Hold link on the Order Hold Workbench — Overview page.	Use to change the date criteria for the average days on hold.
Order Amounts by Hold Code Detail	HWB_AMTHLD_DTL	Click the Hold Code in the Order Amounts by Hold Code section of the Order Hold Workbench — Overview page.	Use to view the holds for each order by line and schedule. The value of the hold is displayed for each line and schedule. You can navigate directly to the order by clicking the order number.
Top Order Amounts on Hold Detail	HWB_TOPORDHLD_DTL	Click the Order Number in the Top Order Amounts on Hold section of the Order Hold Workbench — Overview page.	Use to view the line and schedule with the corresponding value of the hold on the order.
Top Order Amounts On Hold	HWB_TOPORDHLD	Click the More Top Orders on Hold link on the Order Hold Workbench — Overview page.	Use to view additional top order amounts on hold.
Order Hold Workbench — Search	HWB_SEARCH	Click the Advanced Search link on the Order Hold Workbench — Overview page. Click the Basic Search link on the Order Hold Workbench — Overview page.	Use to search for orders with holds. Additional search fields appear if you select the Advanced Search link.
Order Hold Workbench — Header	HWB_HEADER	The page displays after using Advanced Search or Basic Search on the Order Hold Workbench — Overview page.	Use to modify the hold conditions for the order.
Order Hold Workbench — Line	HWB_LINE	Click the Show Lines button on the Order Hold Workbench — Header page.	Use to modify the hold conditions for the line.
Order Hold Workbench — Schedule	HWB_SCHEDULE	Click the Show Sched button on the Order Hold Workbench — Header page or Order Hold Workbench — Line page.	Use to modify the hold conditions for the schedule.
Order Hold Workbench — Header Holds	HWB_HEADER_HOLD	Click the link for the Header Hold on the Order Hold Workbench — Header page. Click the link for the Header Hold on the Order Hold Workbench — Line page. Click the link for the Header Hold on the Order Hold Workbench — Schedule page.	Use to display additional information about the header holds.
Order Hold Workbench — Line Holds	HWB_LINE_HOLD	Click the link for the Line Hold on the Order Hold Workbench — Header page. Click the link for the Line Hold on the Order Hold Workbench — Line page. Click the link for the Line Hold on the Order Hold Workbench — Schedule page.	Use to display additional information about the line holds.
Order Hold Workbench — Schedule Holds	HWB_SCHEDULE_HOLD	Click the link for the Schedule Hold on the Order Hold Workbench — Header page. Click the link for the Schedule Hold on the Order Hold Workbench — Line page. Click the link for the Schedule Hold on the Order Hold Workbench — Schedule page.	Use to display additional information about the header holds.
Header Hold History	ORDENT_HLDHIST_SEC	Click the View History link on the Order Hold Workbench — Header page. Click the View History link on the Order Hold Workbench — Line page. Click the View History link on the Order Hold Workbench — Schedule page.	Use to view information about the hold such as when it was added or updated and which user made the change.
Kit Component Quantity Detail	HWB_PRODKIT_SEC	Click the Kit Component Qty Detail button from the Product tab on the Order Hold Workbench Line or Schedule page.	Use to view product kit components if the product ID is for a kit. If the kit has one schedule you can view it from the line page. If the kit has multiple schedules, you can only see the kit components from the schedule page.

Using the Order Hold Workbench

Access the Order Hold Workbench — Overview page.

Hold Overview Search Options

Search using Business Unit, Hold Code, and Sold To customer or a combination of the fields.

Apply/Release Order Holds

Use the links to search for orders with holds so you can apply or release holds.

Hold Related Activities

Use this section to navigate to hold codes or products and customers with hold-related messages.

Current Active Average Hold Days

This section displays the hold codes based on your search criteria. The Days on Hold are the active holds in the system. .

Days on Hold	This is the average time for active holds calculated in days. There is a timestamp on the order hold record indicating when it was last set to the active status.
More Current Active Average Hold Days	Click the link to access the Current Active Average Hold Days page. The link displays if there are more then ten hold codes for the search criteria.

Average Days on Hold

Displays the average days on hold was active for a given time period. By default, the system calculates the average based on holds released in the last 30 days

Average Days on Holds with Different Dates	Click to access the Average Days on Hold page to change the range of holds to be included in average days on hold calculation
Average Days on Hold	Click the link to access the Average Days on Hold page. The link displays if there are more then ten hold codes for the search criteria.

Order Amounts by Hold Code

This section displays the Hold Codes for orders that are on hold based on the search criteria. You can view the value that is on hold and the number of orders on hold for each hold code.

Hold Code	Click the link to access the Order Amounts by Hold Code Detail page.
More Order Amounts by Hold Code	Click the link to access the Active Average Hold Days page. The link displays if there are more then ten hold codes for the search criteria.

Top Order Amounts on Hold

This section displays the orders that are on hold based on the search criteria.

Order No	Click the link to access the Top Order Amounts on Hold Detail page.
More Top Order Amounts On Hold	Click the link to access the Top Order Amounts on Hold page. The link displays if there are more then ten hold codes for the search criteria.

Searching for Holds

Access the Order Holds Workbench — Search page.

Note. Additional fields display if you are performing an advanced search.

By default, the system does not select closed or cancelled orders, lines or schedules. It also does not select orders that require processing by the Order Completion Process.

The customer pickup hold is not searchable and will not be brought into the workbench because it can only be released from the sales order. However, if customer pickup hold code is manually added, it will be brought in to the workbench.

Warning! It is highly recommended that the customer pickup hold not be granted role security.

Hold Search Level

Use this field to restrict the level (Header, Line, or Schedule) when searching for hold codes. This is helpful if you know what level you are searching for and want to reduce the amount of data brought into the workbench.

Note. This option only appears when using Advanced Search.

Certain fields may not be available for search because they are no longer applicable.

Header: Use to search for header holds only. The system will only retrieve the header data. It does not bring in any line or schedule information and you cannot navigate to line or schedule pages.

Line: Use to search for line holds. The system will retrieve the header and line data.

Schedule: Use to search for schedule holds. The system will retrieve the header, line, and schedule data.

Product Group Type

This is required if you want to search using a Product Group.

Managing Header Holds

Access the Order Hold Workbench — Header page.

Search Criteria

The search fields that you used on the Order Hold Workbench — Search appear in this section.

Workbench Action

Use this section to make changes to holds.

Orders for Business Unit

Use this section to select holds for changing and to view additional information.

Viewing Header Holds

Access the Header Hold History page.

This page displays hold information for header, line, and schedule holds.

See Common Elements in the Holds Workbench.

Managing Line Holds

Access the Order Hold Workbench — Line page.

The page functions similar to the Order Hold Workbench — Header page however different fields display for the line.

See Common Elements in the Holds Workbench.

Managing Schedule Holds

Access the Order Hold Workbench — Schedule page.

The page functions similar to the Order Hold Workbench — Header page however different fields display for the schedule.