Selecting Held Orders (ERHO)

Purpose: You gain access to a list of held and suspended orders from the Release Held Orders scan screen. You can then use the subsequent screens to continue your scan for held orders, or to select individual orders for review or release.

Quotes: Held quotes are not included in the Release Held Orders (ERHO) menu option; you can use quote maintenance to remove the hold reason on the Work with Order screen from the quote; see Maintaining Quotes in Order Maintenance.

In this chapter:

Release Held Order Scan Screen

Release Held Orders Screen (Working with Releases)

Release Held Order Scan Screen

Purpose: You can find held orders in two ways: by entering a specific customer number in the Customer number field, or by reviewing a list of orders by scanning on any other field on this screen. Optionally, you can display the Held Order Summary Screen, and select a hold reason for working with held orders.

How to display this screen: Enter ERHO in the Fast path field or select Release Held Orders from a menu.

Field

Description

Order #

A number the system assigns to identify an order. Enter a valid order number in this field to advance to the Release Held Orders Screen (Working with Releases).

Numeric, 8 positions; optional.

Customer #

A number to identify a customer who places an order.

Enter a valid customer number to advance to the Release Held Orders Screen (Working with Releases).

Numeric, 9 positions; optional.

System hold reason

A code that identifies the reason the system put an order on hold. See Introducing Order Hold Reason Codes.

Enter a system hold code in this field to advance to the Release Held Orders Screen (Working with Releases).

Alphanumeric, 2 positions; optional.

User hold reason

A hold reason code assigned by an operator in Order Entry or Order Maintenance. See Establishing Order Hold Reason Codes (WOHR).

Enter a user hold code in this field to advance to the Release Held Orders Screen (Working with Releases).

Alphanumeric, 2 positions; optional.

Order date

The date an order was entered.

Enter a date in this field ato advance to the Release Held Orders Screen (Working with Releases).

Numeric, 6 positions (in user date format); optional.

Ship via

Represents a carrier who delivers merchandise to your customers.

Enter a valid code in this field to display the Release Held Orders Screen (Working with Releases).

Numeric, 2 positions; optional.

Release Held Orders Screen (Working with Releases)

Purpose: This screen is your point of access to held orders.

How to display this screen: Enter valid criteria in one of the fields at the Release Held Order Scan Screen, or select a hold reason at the Held Order Summary Screen.

Using this screen: Use this screen to:

• Gain access to specific held order and customer information

• Perform releases at the bill-to record level

• Perform a global release on all orders listed

• Display hold reason codes

The appearance of this screen will vary depending on your selection criteria at the Release Held Order Scan Screen.

Additional fields: The fields not described under Release Held Order Scan Screen are:

Field

Description

New cust (New customer)

Indicates if the customer associated with the held order is a new customer, based on purchase history.

selected = The customer has placed an order, but no orders have shipped. The # orders LTD is equal to or greater than 1 and the # sales LTD is equal to 0 for the customer in the Customer Sold To Order History table.

unselected = The customer has placed an order and at least one order has shipped. The # orders LTD and # sales LTD is equal to or greater than 1 for the customer in the Customer Sold To Order History table.

Pay

This code indicates whether an order is on hold because of pay type. Valid values are:

Yes = order is on hold due to pay type

No = order is not on hold due to pay type

Rcp (Recipient)

This code indicates whether an order is on hold for reasons related to the recipient customer.

Valid values are:

Yes = order is on hold due to recipient

No = order is not on hold due to recipient

Screen Option

Procedure

Release held orders by recipient

Select Recipients for an order to advance to the Release Order Recipients Screen.

Release an order from all holds

Select Release for an order to release holds without advancing to another screen. See Performing the Release.

Release held order payment method

Select Payments for an order to advance to the Release Held Order Payment Methods Screen.

Display customer information

Select Cust Info for an order to advance to the First Display Customer Screen.

Display order hold reason codes

Select Hold reasons for an order to display a Held Order Reasons Pop-Up Window (Displaying Hold Reason Codes).

Advance to standard Order Inquiry

Select Order Inquiry for an order to advance to the Order Inquiry Header Screen or the Order Inquiry Detail Screen, depending on the setting of the Default Version for Order Inquiry (C34) system control value. See Using the Order Inquiry Header Screen to Review Held Orders for a discussion on relevant information on the header screen in standard order inquiry.

Display order messages

Select Messages to advance to the Work with Order Messages Screen.

ERHO OMSCS 19.0 December 2019 OHC