Understanding Sales Order Holds in PeopleSoft Order Management

This section discusses:

  • Sales order holds and Inventory processing.

  • Hold information appearing on sales orders.

In PeopleSoft Order Management, holds can be applied automatically, manually at order entry, or by using the Order Hold Workbench. Entry violations can prevent fulfillment in PeopleSoft Inventory, or PeopleSoft Purchasing for direct-shipped orders, if the violation of the order parameter is serious, or the system simply displays a warning message for less important infractions. Hold codes also determine whether demand should be included in the PeopleSoft Supply Planning algorithms or the sales order should be sent to PeopleSoft Billing for invoicing.

Price-related holds will not be placed on the order if the order is from a buying agreement. The price-related holds are Minimum Selling Price, Less Than Minimum Margin, and Exceeds Maximum Margin.

The system can perform hold checks online at order entry or use two processes: Automatic Hold Check and Automatic Credit Check to periodically review quote and order headers, lines, and schedules to apply and release holds. A third process, Populate Demand, sends demand data to PeopleSoft Inventory for orders with released holds, if the order schedule is saved in an open status. If the order schedule is saved in pending status and is subsequently released manually from hold, changing the status to open sends the demand data to PeopleSoft Inventory. In this case, the Populate Demand process need not be run for that order.

Updating holds is controlled using role security. Hold codes are assigned to roles and given authority to add, release or delete and then roles are associated with user id. For example, the security can prevent a CSR from releasing a credit related hold but allow the CSR to manage order related holds. The hold security is enabled when using the sales order, Order Hold Workbench, messages, and applying messages to customers and products. For example, a user could only add a message hold to a product or customer if they have the appropriate security for the hold code.

Note:

Additional processes remove other holds. The Request Price Check process (OM_AUDIT) is used for price discrepancy holds and the CC Processing (OM_CRC000) process removes credit card holds after they are authorized.

See Using Request Price Check.

See .PeopleSoft Order to Cash Common Information: Understanding Credit Card Processing

This section discusses:

  • Sales order holds and inventory processing.

  • Hold information that appears on sales orders.