Purpose: You can perform the following actions on the Held Order Summary page.
Graph view or Table view: Graph view is automatically selected when you first advance to this page. Optionally:
• Click Table to switch from Graph view to Table view.
• Click Graph to switch from Table view to Graph view.
Refresh the currently displayed held order totals: Click Refresh in the upper right to update the information displayed on the page.
In this topic:
For more information:
• Held Order Summary for an overview of the Held Order Summary page.
• Fields on Held Order Summary for a description of the fields on the Held Order Summary page.
Display more information on a hold reason: To display the exact number of orders on hold, the total open merchandise value of those orders for each hold reason, move the cursor over the hold reason. The page also displays the full hold reason description.
Advance to the Manage Held Orders page:
• Click on the bar chart for a hold reason to display the View Holds option.
• Click View Holds to advance to the Manage Held Orders page.
At this page, you can review more information on orders assigned that hold reason, further filter the displayed orders, generate the Held Orders report, or advance to pages where you can work with the orders or customers.
Note: *ALLOW authority to Release Held Orders (ERHO) is required to advance to the Manage Held Orders page.
When you advance to the Manage Held Orders page by clicking in the bar chart for a hold reason, the held orders displayed on the page are filtered by the selected hold reason. It may take a few seconds for the filter to be applied.
The Held Order Summary page remains open when you advance to the Manage Held Orders page.
Filter displayed hold reasons: Optionally, enter one or more search terms and press Enter to filter the displayed hold reasons in the table to those with descriptions or hold reason codes that contain or match your entry:
• The filter is not case-sensitive.
• You can also enter an additional string of characters in the Filter field and press Enter to restrict the displayed records to those that contain all entered search criteria.
• You can remove any search criteria by clicking the X to the right of the search term. The page updates the filtered results immediately.
Sorting: You can click on a column heading to sort the displayed hold reasons in ascending or descending order based on the selected column.
Advance to the Manage Held Orders page: Click the hold reason description to advance to the Manage Held Orders page, where you can review more information on orders assigned that hold reason, further filter the displayed orders, generate the Held Orders report, or advance to pages where you can work with the orders or customers.
Note: *ALLOW authority to Release Held Orders (ERHO) is required to advance to the Manage Held Orders page.
When you advance to the Manage Held Orders page by clicking in the bar chart for a hold reason, the held orders displayed on the page are filtered by the selected hold reason. It may take a few seconds for the filter to be applied.
The Held Order Summary page remains open when you advance to the Manage Held Orders page.
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