Entering Order Hold Information

Access the Order Hold Information form.

Hold Code

Enter a code from the Hold Codes (40/HC) UDC table to specify why an order is placed on hold.

Person Responsible

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

Limit Type

Enter a value from the Limit Type (42/LM) UDC table to specify the type of value the system validates. For example, you might enter a value to specify an amount or a percentage.

Code Type

Enter a value from the Code Type (42/TC) UDC table to specify the hold code that applies at the order level. For credit holds, the hold code applies to the whole order. Procurement holds do not support line level holds.

Age From

Enter a value from the Aging Period (H40/AP) UDC code to specify the aging period that the system uses when you specify a credit check based on the aging of the customer's accounts receivable.

Allowable % (allowable percentage)

Enter a number that informs the system of the percentage of total receivables to accept in the column specified in the Age From field. You must complete the Allowable % field when aging credit checking is used.

For example, if the customer has a total accounts receivable balance of 10,000 with 2,500 of that in the 31-60 day column. the age from value is 3 (31–60 days) and the acceptable percent value is 10 (10%). Therefore, this customer could have as much as 1,000 (10,000 × 10%) in columns 3 through 6 and still pass this credit check. Because the customer has more, the system will place its orders on hold.

Upper Limit

Enter the amount that the system uses as the high end of a range of acceptable margin percentages or amounts. Complete this field when you want to establish a maximum gross margin percentage or amount for an order or an individual order line.

Lower Limit

Enter the amount that the system uses as the low end of a range of acceptable margin percentages or amounts. Complete this field when you want to establish a maximum gross margin percentage or amount for an order or an individual order line.

Password

Enter a value that the system requires before it releases a held order. Only users with access to the password can release an order. Do not enter blanks anywhere in the password.