Setting Up Order Hold Codes

Access the Order Hold Information form.

Hold Code

Enter a value from UDC 42/HC that identifies why an order is on hold.

Person Responsible

Specify the address book number of the person who is responsible for reviewing and releasing orders that are placed on hold.

Limit Type

Specify whether the limit type is based on an amount or a percentage. Limit type typically applies only on order or line gross margin limits. Values are:

A: Limit is based on an amount.

%: Limit is based on a percentage for the order.

Code Type

Specify a code to hold an individual line within an order or to hold the entire order. For credit holds, the hold code applies to the whole order. For margin holds, you can apply the hold code to a line or the whole order.

L: Apply a hold to an individual line within an order.

O: Apply a hold to the order as a whole.

Age From

Specify a number that designates the aging period that the system should use when you specify a credit check based on the aging of the customer's accounts receivable. This is based on the accounts receivable payment setup.

Allowable Percent (allowable percent)

Specify a number to indicate what percentage of total receivables to accept in the column specified in the Age From field. You must enter a value in this field when you use aging credit checking.

For example, the customer has a total AR balance of 10,000 and 2,500 of that is in the 31- to 60-day column. The Age From value is 3 (31 to 60 days) and the Acceptable Percent value is 10 (10 percent). Therefore, this customer could have as much as 1,000 (10,000 × 10 percent) in columns 3 through 6 and still pass this credit check.

Upper Limit

Specify a number that indicates the upper limit of acceptable margin percentages or amounts. Use this code to establish a maximum gross margin percentage or amount for an order or an individual order line.

Lower Limit

Specify a number that indicates the lower limit of acceptable margin percentages or amounts. You can establish a minimum gross margin percentage or amount for an order or for an individual order line.

Password

Enter a series of characters that you must enter before the system updates a table.

In the JD Edwards EnterpriseOne Distribution systems, the password secures commissions setup and the release of held orders. Only users with access to the password can release an order. The system does not display the password on the form. You should not enter blanks anywhere in the password.