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: See the 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: Select Hold reasons for a held order at the Release Held Orders Screen (Working with Releases).

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.

First Display Customer Screen

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), select Cust Info for an order.

For more information: See 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: Select OK at the First Display Customer Screen.

For more information: See 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.

How to display this screen: At the Release Held Orders Screen (Working with Releases), select Order Inquiry for an order.

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.