Performing the Release

Purpose: You can release all holds associated with the order, or release only pay type or ship-to holds. This chapter presents the screens you work with to release:

• Ship-to holds

• Pay type holds

• System-level holds

Note: Releasing a system level hold releases ship-to and pay type holds automatically.

Release authority: You can set authority to release held orders for users or user classes. Users can be restricted from releasing orders with particular order hold reasons, or all hold reason codes. This authority controls header-level hold reasons only; you cannot use it to control access to pay type or recipient hold release. See Establishing Order Hold Reason Codes (WOHR).

In this topic:

• Recap of Screen Relationships

• Release Order Recipients Screen

• Work with Order Recipients Screen

• Releasing Recipient (Ship-to) Holds

• Release Recipient Hold Reason Pop-Up Window

• Release All Recipients Prompt Pop-Up Window

• Release Held Order Payment Methods Screen

• Releasing Order Payment Methods

• Release Order Payment Method Window

• Release All Payments Window

• Releasing Held Orders by Order Number

• Release Reason Prompt Pop-Up Window

For more information: There are two other functions besides the Release Held Orders function that allow you to release a held order:

• Order maintenance allows you to work with payment information or clear a header-level hold, using the Enter Payment Methods Screen or the Work with Order Screen.

• The Manual Credit Card Authorization function allows you to release a credit card payment hold if you are also performing a manual authorization to this credit card payment record. See Manual Credit Card Authorization (MCCA).

Recap of Screen Relationships

Purpose: From the Release Held Orders Screen (Working with Releases), you can advance to summary and detail screens that will enable you to review, evaluate, and release held orders.

Diagram: This diagram shows you the routes you take from one screen to another when you are working from the Release Held Orders Screen (Working with Releases).

Release Order Recipients Screen

Purpose: Use this screen to release holds for ship-to customers. From the Release Held Orders Screen (Working with Releases), you can review and release held recipients from ship-to hold. You can identify held recipient records by the Y in the order's Rcp field on the Release Held Orders screen, or by viewing the Held Order Reasons Pop-Up Window (Displaying Hold Reason Codes). Releasing held recipients releases holds that apply to ship-to customers only. See Performing the Release and Recap of Screen Relationships.

Note: You cannot set release authority for recipient-level holds, only for order-level holds. See Establishing Order Hold Reason Codes (WOHR).

How to display this screen: Enter 5 next to an order at the Release Held Orders Screen (Working with Releases).

CSR0217 DISPLAY Release Order Recipients 9/01/95 14:53:53 Mail Order Company Order # . : 2022 VAN VOORHIS, PETER W 9/01/95 User hold : System Hold SH Opt Ship Via Recipient Hold Type options, press Enter. 5=Display 6=Release 8=Cust info Worldwide Ship 1 VAN VOORHIS, PETER W Worldwide Ship 2 SMITH, MOLLIE ZH F3=Exit F8=Release all F12=Cancel

Field	Description
Ship via	The carrier selected for the order. Alphanumeric, 15 positions; display-only.
Recipient (Ship-to number)	The system assigns a ship-to number sequentially to each shipping address on an order. The ship-to number appears as a suffix to the order number. Numeric, 3 positions; display-only.
Recipient name (Unlabeled field to the right of the ship-to number)	The name of the recipient. Alphanumeric, 41 positions; display-only.
Hold	A code that represents the type of hold assigned to the ship-to record. Only system holds display on this screen. Alphanumeric, 2 positions; optional.

Screen Option	Procedure
Display order recipients	Enter 5 next to a recipient to advance to the Work with Order Recipients Screen.
Release held order recipients	Enter 6 next to a recipient to display a pop-up window providing the option to release the record. See Releasing Recipient (Ship-to) Holds.
Display customer information	Enter 8 next to a recipient to advance to the First Display Customer Screen.
Release all held order recipients	Press F8 to release all recipients from hold. See Releasing Recipient (Ship-to) Holds.

Work with Order Recipients Screen

Purpose: Use this screen to review the customer and order detail screens for the recipients on an order.

How to display this screen: At the Release Order Recipients Screen, enter 5 next to the recipient(s) you want. If there is more than one recipient to the order, you advance to the Work with Order Recipients screen.If there is only one recipient for the order on the screen, you advance directly to the Order Inquiry Header Screen or the Order Inquiry Detail Screen, depending on the setting of the Default Version for Order Entry (A71) system control value.

OER0150 DISPLAY Work with Order Recipients 9/01/95 15:20:49 Mail Order Company Order # : 2022 Sold to : 293 VAN VOORHIS, PETER W ? Rcp# Customer# Name Sts Merch Amt Type options, press Enter. 1=Select 5=Display address 1 293 VAN VOORHIS, PETER W 27.95 78 HARLEM STREET WORCESTER MA 01610 2 332 SMITH, MOLLIE 27.95 10 MAIN STREET COMSTOCK KS 66215 F3=Exit F12=Cancel

Field	Description
Order #	The number the system assigned to the held order. Numeric, 8 positions; display-only.
Sold to	The customer number the system assigned to the customer who placed the order. Numeric, 9 positions; display-only.
Customer name (Unlabeled field to the right of the sold-to number)	The name of the customer who placed the order. Alphanumeric, 25 positions; display-only.
Rcp # (Recipient number)	The number the system assigns sequentially to each ship-to address on an order. Numeric, 3 positions; display-only
Customer#	The number the system assigned to the ship-to customer. Numeric, 9 positions; display-only.
Name	The customer's name and address. Alphanumeric, 3 lines; display-only.
Sts (Status)	The status of the order. This field is not implemented on this screen. Alphanumeric, 1 position.
Merch amt (Merchandise amount)	The dollar value of the merchandise for the recipient. Numeric, 11 positions with a 2-place decimal; display-only.

Screen Option	Procedure
Select a recipient record for review	Enter 1 next to a recipient to advance to the Order Inquiry Header Screen or the Order Inquiry Detail Screen, depending on the setting of the Default Version for Order Entry (A71) system control value.
Display customer address and information	Enter 5 next to a recipient to advance to the First Display Customer Screen.

Releasing Recipient (Ship-to) Holds

Purpose: From the initial Release Order Recipients Screen you can release holds associated with an individual recipient, or release all held recipients for the order.

Note: You cannot set release authority for recipient-level holds, only for order-level holds. See Establishing Order Hold Reason Codes (WOHR).

Release Recipient Hold Reason Pop-Up Window

At the Release Order Recipients Screen, enter 6 next to a ship-to recipient you want to release from all ship-to holds to display the Release Recipient Hold Reason pop-up window. You can use this window to change the release flag from N to Y.

Release Recip Hold Reason Order . : 123 LIGHTBODY, MARK W Ship to : 1 LIGHTBODY, MARK W Hold reason : HS Release (Y,N)   F12=Cancel

Release All Recipients Prompt Pop-Up Window

At the Release Order Recipients Screen, press F8 to release all held ship-tos for the order and display this window.

Release All Recpts Prompt WARNING! Pressing Enter will release all recipients for this order. To abort this process, press F12. To continue, press Enter. F12=Cancel

Release Held Order Payment Methods Screen

Purpose: Use this screen to display payment method (pay type) information and to release orders from payment method holds.

Note: You cannot set release authority for payment method holds, only for order-level holds. See Establishing Order Hold Reason Codes (WOHR).

How to display this screen: At the Release Held Orders Screen (Working with Releases), enter 7 next to an order.

CSR0223 DISPLAY Release Held Order Payment Methods 1/26/99 16:42:52 KAL Co. Order : 2936 1/25/99 MIRANDA, BERNADETTE T Opt Pay Type Hold Reason Balance Open Type options, press Enter. 5=Display 6=Release 4 VISA CW AWAITING CREDIT CARD AUTH Until Date: 5 MASTERCARD CW AWAITING CREDIT CARD AUTH Until Date: F3=Exit F8=Release all F12=Cancel

:

Field	Description
Order	A unique number the system assigns to an order. Numeric, 8 positions; display-only.
Order date	Unlabeled field to the right of the order number. The date the order was created. Numeric, 6 positions (MMDDYY format); display-only.
Pay type	A user-defined code that represents the pay type on the order. Pay type codes must represent the following: • Cash/check • Credit card • Accounts receivable • Cash-on-delivery • Coupon Pay types are created in and validated against the Pay Type file. See Accounts Payable Working with Pay Types (WPAY). Numeric, 2 positions; optional.
Hold reason	The reason the user placed the record on hold. See Establishing Order Hold Reason Codes (WOHR). Alphanumeric, 2 positions; optional.
Balance open	The unbilled portion of the order that must be changed to this payment method. Numeric, 11 positions with a 2-place decimal; optional.
Until date	The date when the order becomes eligible for release by the Release Orders on Time Hold Periodic Function. This date displays only for orders held because of a declined credit card authorization. The system calculates this date based on the number of days you specify for the vendor response code. See System Operations Defining Vendor Response Codes for more information on setting up authorization services. Numeric, 6 positions (MMDDYY format); display-only, assigned by the system.

Screen Option	Procedure
Display a payment method record	Enter 5 next to a payment method to advance to the Display Order Payment Methods Screen.
Release a specific payment hold	Enter 6 next to a payment method to display a Release Order Payment Method Window.
Release all payment holds on the order	Press F8 to display the Release All Payments Window.

Releasing Order Payment Methods

Purpose: From the Release Held Order Payment Methods Screen, you can release an individual payment method from hold, or release all payment methods on the order.

Release Order Payment Method Window

Use this pop-up window to release a payment method from hold. At the Release Held Order Payment Methods Screen, enter 6 next to a payment method to display this pop-up window.

Release Order Pay Method Order : 2082 PRESTON, ELLIS A 1 2 MASTERCARD CF CREDIT CARD FRAUD Release . (Y,N) F12=Cancel

Enter Y in the Release field to confirm the release, or enter N to retain hold status.

Release All Payments Window

Use this pop-up window to release all payment methods on an order from hold. Press F8 at the Release Held Order Payment Methods Screen.

Release All Payments WARNING! Pressing Enter will release all payment records for this order. To abort this process, press F12. To continue, press Enter. F12=Cancel

You can also release payment method (pay type) holds through order maintenance. You must use the Enter Payment Methods Screen in order maintenance to release pay type holds if you need to apply money or change the pay type information.

Note: You cannot set release authority for payment method holds, only for order-level holds. See Establishing Order Hold Reason Codes (WOHR).

Releasing Held Orders by Order Number

Purpose: From the Release Held Orders Screen (Working with Releases), you can perform a global or individual order release on any order listed.

Release Reason Prompt Pop-Up Window

At the Release Held Orders Screen (Working with Releases), enter 6 next to the order you want to release from hold. The Release field in this window defaults to N (do not release the order).

Release Reason Prompt Order : 2082 PRESTON, ELLIS A 1/15/98 System Hold Reason : PT PAY TYPE HOLD Release N (Y/N) User Hold Reason . : F12=Cancel

Enter Y in the Release field to confirm the release.

Release authority: If you do not have authority to release the order from hold, an error message displays. See Establishing Order Hold Reason Codes (WOHR).

Note: This action releases all holds for the order (payment and ship-to holds). You receive a warning message if you attempt to release an order that has payment or ship-to holds.