Purpose: You might want to display held order information at a summary or detail level when determining whether to release orders from hold. You can view order status and distinguish orders that are on hold versus orders that are closed, canceled, or in some other state. As part of your prerelease management process, you can identify and evaluate specific system and user holds, as well as whether payment methods and ship-to records are on hold.
In this chapter:
Purpose: You might find it useful to review the primary system hold and user hold codes assigned to an order before you release it, or to determine whether you need to take a closer look at the order.
About this window: The information on this window includes:
• Order number
• Customer name
• System hold reason code and description, if applicable
• User hold reason code and description, if applicable
• Payments held condition and description
• Recipients held condition and description, if applicable
Hold hierarchy: The system hold reason code that appears on this screen is the reason code at the highest level. See for a description of the sequence the system follows when assigning system holds. An order may contain additional holds that are not visible on this screen until you release the order from the displayed hold. You can, however, identify whether the order has a payment method or ship-to holds.
Purpose: Use the Display Customer screens to review customer information for held orders.
Purpose: This screen displays additional information on the sold-to customer.
This screen displays the ship-to hold reason, when one exists, and displays the header hold reason when no ship-to hold exists. When you identify a ship-to hold reason, you then need to determine whether more than one ship-to address exists for the order. Check the Recip field to determine this information. If there is more than one ship-to, you can identify the held ship-to records by viewing the .
Whenever a hold applies at either the header or ship-to level, the entire order is held as a result.