Order Holds
These processing options activate order hold processing. You must specify the hold code in any of these processing options to activate order hold processing. You set up hold parameters in the Hold Order Constants program (P42090).
- 1. Customer Credit Check
Enter a value from UDC 42/HC that indicates the credit hold code that the system uses to automatically compare the credit limit that you set up for the customer in the Customer Master Information form against the order and any outstanding balances in accounts receivable.
You must specify the hold code in this processing option to activate customer credit check processing.
- 2. Order Margin Check
Enter a value from UDC 42/HC that identifies the order margin check that the system uses to verify that all sales orders meet a specific margin.
The system uses this equation to calculate margin:
(Price − Cost) ÷ Price × 100 = Margin
You must specify the hold code in this processing option to activate order margin check processing.
- 3. Order Line Margin Check
Enter a value from UDC 42/HC that identifies the order line margin check that the system uses to verify that all order detail lines meet a specific margin.
The system uses this equation to calculate margin:
(Price − Cost) ÷ Price × 100 = Margin
You must specify the hold code in this processing option to activate margin checking for order lines.
- 4. Order Minimum Value Check
Enter a value from UDC 42/HC that identifies the code that the system uses to automatically compare the order minimum that you set up for the customer in the Customer Billing Instructions form against the order total.
You must specify the hold code in this processing option to activate minimum value checking for orders.
- 5. Order Maximum Value Check
Enter a value from UDC 42/HC that identifies the code that the system uses to automatically compare the order maximum that you set up for the customer in the Customer Billing Instructions form against the order total.
You must specify the hold code in this processing option to activate maximum value checking for orders.
- 6. Partial Order Hold
Enter a value from UDC 42/HC that identifies the code that the system uses to hold an entire order if quantity is not available to fill an order detail line.
You can release a partial order hold at any time. The system can then backorder, cancel, or ship available quantities based on backorder information in the Customer Master (P03013), Item Master (P4101), Item Branch/Plant (P41026), and Branch/Plant Constants (P41001) programs.
You must specify the hold code in this processing option to activate partial order hold processing.
- 7. Product Allocation Hold
Enter a value from UDC 42/HC that specifies the hold code that the system uses to restrict the amount of an item or item group that a customer or customer group can purchase.
You must set up the product allocation preference in the Preference Master program (P40070), activate the preference through the Preference Selection program (R40400), set up the hold code information in the Hold Order Constants program (P42090), and then activate the Preference Profile processing option on the Versions tab in the Sales Order Entry program (P4210).
You must specify the hold code in this processing option to activate product allocation hold processing.
- 8. Authorization Hold for Prepayment Processing
Enter the default hold code from UDC 42/HC that the system uses for a prepayment authorization hold. You run the Authorize Prepayment Transactions program (R004201) to authorization the prepayment from the credit card processor.
- 9. Settlement Hold for Prepayment Processing
Enter the default hold code from UDC 42/HC that the system uses for a prepayment settlement hold. You run the Settlement Prepayment Transactions program (R004202) to settle the funds transfer after you ship the sales order.
- 10. Order Process Hold
Enter a value from UDC 42/HC that the system uses to prevent the order from going through various stages of sales order processing.
This hold code does not have any special processing associated with it, such as credit checking, minimum and maximum margin checking, and so forth. You can use this processing option to create an additional approval step for sales orders.
- 11. Approval Hold
Enter a value from UDC 42/HC that the system uses to place the sales order on hold when revisions to an order require approval.
The code that you enter can be AH or other values that have characteristics similar to AH. Regardless of the hold code that you specify, it must be set up in the Hold Order Constants program (P42090). The P42090 setup must be completed with a code type of L (line) and a limit type of A (amount).
- 12. Exclusive Adjustment Hold
Enter a value from UDC 42/HC that specifies whether the system places a sales order on hold when mutually exclusive price adjustments have been applied to a sales detail line and the conflict is not resolved. The system issues a warning if mutually exclusive adjustments exist. You can resolve conflicts by canceling or modifying exclusive adjustments using the Price History selection from the Row menu. If conflicts exist when the order is accepted, the system places the order on hold if this processing option is populated.
The code that you enter can be AH or other values that have characteristics similar to AH. Regardless of the hold code that you specify, this code must be set up in the Hold Order Constants program (P42090). The P42090 setup must be completed with a code type of L (line) and a limit type of A (amount).
You must specify the hold code in this processing option to activate exclusive adjustment hold processing.
- 13. Inactive Customer Hold
Enter a value from UDC 42/HC that specifies the order-level hold code that the sales order should be placed on when a customer has a search type specified in the Inactive Customer search type processing option.
Note: This processing option works only if you complete the Inactive Customer Search Type processing option. You must activate both processing options to be able to put an inactive customer on a hold status.You must specify the hold code in this processing option to activate inactive customer hold processing.
- 14. Inactive Customer Search Type
Specify the search type that the system uses in the F0101 table to specify an inactive customer.
Note: When you are entering a sales order, if a customer is of the search type that the user specifies in this processing option, the system places the sales order on hold only if you complete the Inactive Customer Hold processing option.
The Inactive Customer Hold and Inactive Customer Search Type processing options work with the Customer Status field on the Customer - Manage {Customer Name} form to determine whether orders that are placed for inactive customers are placed on hold.