Chapter 117: Working with Held Detail Lines (WOHD)

Purpose: Use the Work with Order Hold Detail function to review or release coordinate grouped items that were held by Processing Auto Soldout Cancellations (MASO).

The Process Auto Soldouts function cancels all open, unreserved lines for any item with a soldout control code of "sellout immediately" defined in the Item file. If the item is coordinate grouped with other items, you have the option of placing the related items on hold at the time you process auto soldouts. Coordinate groups, identified by a code in the Item file, include items that you can sell separately, but should be shipped together when they appear on the same order. An example would be a matching skirt and blouse, or a cup, plate and bowl set.

You can use the Work with Order Hold Detail function to release held coordinate group items, or to advance to Order Maintenance. In Order Maintenance, you have the option of releasing the items, canceling them, selling them out or maintaining the order in any other way. When you release, cancel, or sellout the held item, you remove it from the Order Hold Detail file.

Note: The system places coordinate grouped items on hold only when related items are soldout through Processing Auto Soldout Cancellations (MASO), not when you sellout an item through Order Entry by using option 13, and not when an item sells out in Order Entry automatically because of a soldout control code in the Item file.

In this chapter:

• Work with Order Hold Detail Screen

• Releasing Items

For more information:

• Chapter 114: Processing Auto Soldout Cancellations (MASO)

• Chapter 65: Changing Item Detail Line Information

• Merchandising Chapter 25: Working with Existing Items (MITM) for more information on assigning coordinate groups or soldout controls to items.

Work with Order Hold Detail Screen

Purpose: Use this screen to review held coordinate group items, release the items, or advance to Order Maintenance.

How to display this screen: Enter WOHD in the Fast path field at the top of any menu or select Work with Order Hold Detail from a menu.

OER0824 DISPLAY Work with Order Hold Detail 5/08/96 16:33:31 Mail Order Op Batch Order Seq CG Item No. CLR SIZE WDTH Description BOWL Type options, press Enter. 6=Release 9=Order Maintenance 2 2468 2 1 BOWL COLLECTIBLE BOWL SARAH BROWN 508-555-9135 2 2470 2 1 BOWL COLLECTIBLE BOWL PETER VAN VOORHIS 508-626-2600 3 2468 2 1 BOWL COLLECTIBLE BOWL SARAH BROWN 508-555-9135 3 2471 2 1 BOWL COLLECTIBLE BOWL ROSE KAPLAN 908-555-1219 F3=Exit F7=Batch Release F12=Cancel F21=Print List F24=Select Company

Field	Description
Batch	The batch number assigned by the system when you processed auto soldouts. The system may reuse a batch number if all the items in the batch have been released or canceled. Numeric, 7 positions; optional.
Order	The number of the order that contains the soldout and held items. Numeric, 8 positions; optional.
Seq	The line number of the item on the order. Numeric, 5 positions; display-only.
CG (Coordinate group)	The coordinate group code assigned to the item in the Item file. Numeric, 3 positions; optional.
Item no.	This code represents a unit of inventory that you sell. Item codes are defined in and validated against the Item file. See Merchandising Performing Initial Item Entry (MITM). Alphanumeric, 12 positions; optional.
Clr size wdth (SKU codes)	The item's unique characteristics, such as its color and size. The SKU column headings defined in the System Control file display here. Alphanumeric, three 4-position fields (split SKU) or one 14-position field (split SKU); display-only.
Description	The description associated with the Item. Alphanumeric, 25 positions; display-only.
Customer first name (Unlabeled field below the coordinate group code)	The first name of the customer who placed the order. Alphanumeric, 15 positions; display-only.
Customer last name (Unlabeled field below the SKU fields)	The last name of the customer who placed the order. Alphanumeric, 25 positions; display-only.
Phone number (Unlabeled field below the item description)	The daytime phone number of the customer who placed the order. Alphanumeric, 14 positions; display-only.

Screen Option	Procedure
Release an item	Enter 6 next to an item to release it. See Releasing Items.
Advance to Order Maintenance	Enter 9 next to an item to advance to Order Maintenance, where you can release the item, cancel it, sell it out, or maintain the order in other ways. When you cancel, release, or sell out the item, you remove it from the Order Hold Detail file. See Chapter 65: Changing Item Detail Line Information.
Batch release	Press F7. See Releasing Items.
Print a list	Press F21 to print the Order Hold Detail Report, listing all held coordinate group items.

Releasing Items

Release an item: Enter 6 next to an item at the Work with Order Hold Detail Screen to release it. The item disappears from the screen, and the status of the order line changes to open. The item is now eligible to print on a pick slip.

Release a batch: Press F7 at the Work with Order Hold Detail Screen to release an entire batch. You might need to release an entire batch at once if you processed an auto soldout inadvertently, or if you determine that the held items in the batch can be shipped alone without notifying customers.

Release Batch Batch number: F3=Exit F12=Cancel

Enter the number of the batch you want to release in this pop-up window. The system releases the batch, and all the held items within the batch disappear from the Work with Order Hold Detail Screen.