Prerequisites to Understand Sales Order Holds in PeopleSoft Order Management

Before you can use hold processing, you must:

1. Establish default reason codes.

2. Define hold codes on the Hold Codes page.

3. Define automatic hold parameters, determine the effect of manual holds on order processing, select online or background processing for hold checking, and establish holds on the Holds Processing page.

4. Define Holds Setup options on the Holds Setup page.

5. Assign hold codes to user roles to control what holds a role can manage.

6. Associate a Message Action hold with a customer or product, and define a message with an action of Hold on the Messages page.

   • Attach messages to customers on the General Information - Messages page and to products on the Messages page.

   • When these customers or products are referenced on an order, the order (or line in the case of products, schedule in case of product kit component products) is placed on hold. The customer or product remains on hold until the message is removed, or until the hold code is manually inactivated on the Hold page or Order Hold Workbench for each order with this message attached.