Chapter 83: Displaying Order Hold Information
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:
• Held Order Reasons Pop-Up Window (Displaying Hold Reason Codes)
• First Display Customer Screen
• Second Display Customer Screen
• Using the Order Inquiry Header Screen to Review Held Orders
For more information:
• reviewing held order recipients: Work with Order Recipients Screen
Held Order Reasons Pop-Up Window (Displaying Hold Reason Codes)
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.
How to display this window: Enter 9 next to a held order at the Release Held Orders Screen (Working with Releases).
Held Order Reasons
Order : 3368 PRIMIANO, PAUL
System Hold Reason : BU UNCONDITIONAL HOLD (H/B/F FLD) User Hold Reason . :
Payments held . . : Y Payment Method records are held. Recipients held . : N
F12=Cancel |
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
See Release Held Order Scan Screen and Release Held Orders Screen (Working with Releases) for field descriptions.
Hold hierarchy: The system hold reason code that appears on this screen is the reason code at the highest level. See Understanding System-Assigned Order Hold Reason Codes 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.
Sample screen: The sample screen above identifies that the system has detected a sold-to fraud match code associated with this customer, and ship-to holds that also apply.
Purpose: Use the Display Customer screens to review customer information for held orders.
How to display this screen: At the Release Held Orders Screen (Working with Releases), enter 8 next to an order.
CSR0154 DISPLAY Display Customer (Screen 1 of 2) 3/05/98 16:50:42
Customer : 3 Match code : BERMIR1SA02053 Entered : 11/12/97 Name . . : BERNADETTE T MIRANDA Company : Street . : 11 EXAMPLE ST Apt/Suite FRONT Address :
Postal code 02053 City MEDWAY St MA Country USA Delivery code : R (B=Business, R=Residential) PO Box N (Y=Yes, N=No) ------------------------------------------------------------------------------ Class . : Type . . . : Salesrep # Changed . : 1/14/98 Parent comp Language . : Mail Code Y Call Code . : Currency . : Mail . : Y (Y/N) Rent . . . . : Y (Y/N) Do Not Fax . . : Y Inactive N (Y,N) Commercial . : N (Y,N) Hold/Bypass/Fraud (H,B,F) Bypass res N (Y,N) Auto cancel B/O N (Y,N) Track item history 3 (1,2,3)
F2=Letter F3=Exit F7=Ship to's F8=Bill to F9=Subscriptions F10=Individuals F11=Contr pricing F12=Cancel F14=Cust tax F15=Mail hist F24=More keys |
For more information: See Chapter 28: Creating and Updating Sold-to Customers (WCST) for descriptions of the fields and options on this screen.
Second Display Customer Screen
Purpose: This screen displays additional information on the sold-to customer.
How to display this screen: Press Page Down at the First Display Customer Screen.
CSR0154 DISPLAY Display Customer (Screen 2 of 2) 3/05/98 10:58:45
Customer : 3 MIRANDA, BERNADETTE T Bill to . : 177 MIRANDA, BERNADETTE T Alt cust # : Phone numbers: Day . : {508} 429-3197 Eve . : Fax . : Source: Current : TAN Original : 01129 Mail type: Current : B (B,R,C,L,S) Original : B (B,R,C,L,S) Seed . : Y (Y,N) Ghost . . : N (Y,N) Warehouse Associate N (Y,N) Price disc % Price column Tax exempt . . : N (E,G,N,P,R,T) VAT number Exempt certif. : Exempt Expiry Pop Up Window #1: #2: Messages #3: #4: E-mail address Job title . . :
User fields . . 1: 2: 3: 4: F2=Letter F3=Exit F7=Ship to's F8=Bill to F9=Subscriptions F10=Individuals F11=Contr pricing F12=Cancel F14=Cust tax F15=Mail hist F24=More keys |
For more information: See Chapter 28: Creating and Updating Sold-to Customers (WCST) for descriptions of the fields and options on this screen.
Using the Order Inquiry Header Screen to Review Held Orders
Purpose: Use the Order Inquiry Header Screen when you want to see the order's summary information and the system header reason code, or ship-to reason code, affecting an order.
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 Work with Order Recipients Screen.
Whenever a hold applies at either the header or ship-to level, the entire order is held as a result.
The Order Inquiry Header Screen displays information relating to both sold-to and ship-to customers. Fields on this screen reflect information created through Order Entry.
| Chapter 82: Selecting Held Orders (ERHO) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 84: Performing the Release |
CS08_05 CWDirect 18.0 August 2015 OTN