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.

Pages Used to Manage Holds Using the Order Hold Workbench

Page Name	Definition Name	Navigation	Usage
Order Hold Workbench - Overview	HWB_OVERVIEW	select Order Management, then select Quotes and Orders, then select Order Hold Workbench	Use this page to view analytic data across sales orders on hold. Hold data can be searched and 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 link on the on the Order Hold Workbench - Overview page. Click the More Average Days on Hold link on the Order Hold Workbench - Overview page.	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 appears 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 appears after selecting 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 the Order Hold Workbench - Line page.	Use to modify the hold conditions of 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 on 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.

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.