PeopleSoft Enterprise Order Management 9.1 PeopleBook

Placing Sales Orders on Hold

This chapter provides an overview of sales order holds, lists prerequisites, and discusses how to:

Apply holds automatically.
Apply holds manually.
Manage holds using 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 are unable 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 re-evaluate 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 is 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 following diagram outlines the effect of sales order holds on PeopleSoft 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 updated, the row 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, these actions occur:

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, these actions occur:

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, these actions occur:

The Hold column of the Shipment Schedules page displays 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

Before you can use hold processing, you must:

Establish default reason codes.
Define hold codes on the Hold Codes page.
Define automatic hold parameters, determine the effect of manual holds on order processing, select 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.
Associate a Message Action hold with a customer or product, and 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 an overview of automatic hold processing and discusses how to:

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

Understanding Automatic Hold Processing

Complete 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 populate PeopleSoft Inventory demand tables after the holds are released.

Pages Used to Process Holds Automatically

Page Name	Definition 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 (Order Management, Quotes and Orders, Process Orders, Apply/Release Order Hold).

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, then this process automatically removes the hold.

Note. Run this process before 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 (Order Management, Quotes and Orders, Process Orders, Apply/Release Credit Hold, Customers).

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 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, Quote, or both are 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 in the list of available options.
Corporate Customers	If the corporate customer ID is entered, all customers that are members of the corporate group are automatically selected for credit check processing.

Performing Automatic Credit Checking by Order Source Codes

Access the Apply/Release Credit Hold - Source Codes page (Order Management, Quotes and Orders, Process Orders, Apply/Release Credit Hold, Source Codes).

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 (Order Management, Quotes and Orders, Process Orders, Release Demand to Inventory).

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	Definition 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 Using the Order Hold Workbench

This section provides overviews of the Order Hold Workbench, the Select All and Deselect All options, lists common elements, and discusses how to:

Use the Order Hold Workbench.
Search for holds.
Manage header holds.
View 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 On Which Select All/ Deselect All Button Is Selected	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 deselect 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 On Which Select All/ Deselect All Button Is Selected

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.