Applying Holds Automatically
This topic provides an overview of automatic hold processing.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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RUN_OM_HOLD |
Establish process parameters to apply and remove holds that are not related to credit holds. |
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RUN_OM_CREDIT |
Establish process parameters to run credit checking for all orders by SetID, customer, or customer group. |
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RUN_OM_CREDIT2 |
Establish process parameters to run credit checking by source codes. |
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RUN_OM_DEMAND |
Establish process parameters to pick up data for orders that are released from hold and send the information to PeopleSoft Inventory for fulfillment processing. |
Complete these steps to use automatic hold processing:
Run the Automatic Hold Check process.
Run the Automatic Credit Check process by customer or source code.
Run the Populate Demand process to populate PeopleSoft Inventory demand tables after the holds are released.
Use the Automatic Hold Check page (RUN_OM_HOLD) to establish process parameters to apply and remove holds that are not related to credit holds.
Navigation:
The Automatic Hold Check process (OM_HOLD) reviews open orders, lines, and shipment schedules for hold conditions based on the criteria that are established on the Hold Processing page as well as Message Action Holds. If conditions that previously put an order (header, line, or schedule) on hold no longer exist, then this process automatically removes the hold.
Note: Run this process before picking or shipping in PeopleSoft Inventory to reevaluate the hold status for orders placed on hold after demand data is sent to Inventory.
Use the Apply/Release Credit Hold - Customers page (RUN_OM_CREDIT) to establish process parameters to run credit checking for all orders by SetID, customer, or customer group.
Navigation:
The Automatic Credit Check process (OM_CREDIT) determines which orders have credit holds that should be applied or released based on the credit hold criteria that is established on the:
Order Management business unit Credit Processing page.
General Information - Credit Profile - Credit Check page.
Order Group Terms page.
All three of these credit-checking options must be selected for the process to perform credit checks. If a customer normally has credit checking run on their orders, you can bypass credit checking for a particular order by assigning an order group that has credit check turned off. Use this option when shipping customer goods on an order where you do not want the value of the order included in the credit-checking algorithm.
This process is enabled when Sales Order, Quote, or both are selected in the background group box on the Credit Processing page. Run the Automatic Credit Check process for customers and source codes.
Note: The credit-checking algorithm only includes orders in open status. Orders with order schedules in Pending status are ignored until they are moved to open. Automatic Credit Check should be run regularly if sales orders are modified after being created in open status. Run Automatic Credit Check for both customers and sales orders to ensure that orders changed to open from pending status are included in the process.
Note: You should run this process before picking or shipping in PeopleSoft Inventory to reevaluate the hold status for orders after demand data is sent to Inventory.
Field or Control |
Description |
|---|---|
Customer Group |
Only customer groups that you designate as a reporting group type on the Customer Group Table page appear in the list of available options. |
Corporate Customers |
If the corporate customer ID is entered, all customers that are members of the corporate group are automatically selected for credit check processing. |
Use the Apply/Release Credit Hold - Source Codes page (RUN_OM_CREDIT2) to establish process parameters to run credit checking by source codes.
Navigation:
Field or Control |
Description |
|---|---|
Inclusive Source Code |
If you leave the field blank, the Automatic Credit Check process runs for all source codes. Source Codes are set up on the Order Source Codes page. Elect to run this process for a specific order source. For example, if you want to run Automatic Credit Check against orders that you receive from the web, you enter the source code that you set up for web orders. |
Use the Populate Demand page (RUN_OM_DEMAND) to establish process parameters to pick up data for orders that are released from hold and send the information to PeopleSoft Inventory for fulfillment processing.
Navigation:
When an order is placed on hold, the system may not send demand to PeopleSoft Inventory depending on the selections on the Holds Processing page for the various states in Inventory. When holds prevent order information transfer to Inventory, the Populate Demand process picks up data from these orders that are in open status and populates PeopleSoft Inventory demand tables when the holds are released.