Control Who Can Release Credit Check Hold

Set up a hold code to control who can release a credit check hold in the Order Management work area.

Order Management comes predefined to allow any user to release a credit check hold in the Order Management work area. In this example, assume you must allow only the Order Manager to release credit check hold.

1. Examine the predefined behavior.

   • Make sure you have the privileges that you need to create sales orders.

   • Open a sales order that's on hold.

   • In the Order Lines area, click Apply Hold > Release Hold.

   • Notice that you can use the Release Hold dialog to set the values and release the hold.

     

2. Specify the role that can release credit check hold.

   • Make sure you have the privileges that you need to administer Order Management.

   • Go to the Setup and Maintenance work area, then go to the task.

     • Offering: Order Management

     • Functional Area: Orders

     • Task: Manage Hold Codes

   • On the Manage Hold Definitions page, click Query by Example, enter the value, then press Enter on your keyboard.

     Attribute	Value
     Name	Credit Check Hold

   • In the Details area, click Applicable Roles > Selected Roles.

   • Click Actions > Select and Add.

   • In the Select and Add dialog, search for this value.

     Attribute	Value
     Role	Order Manager

   • In the search results, click the row that includes Order Manager, then click Apply > OK.

   • In the Details area, make sure the Release Hold attribute contains a check mark, then click Save and Close.

3. Test your set up.

   • Make sure you have the privileges that you need to create sales orders.

   • Open the sales order, then click Apply Hold > Release Hold.

   • In the Release Hold dialog, verify that you can't set the Hold Name attribute, and can't release the hold.

   • Sign out, then sign in with the privileges that you need to manage sales orders.

   • Open the sales order, verify you can set the Hold Name attribute in the Release Hold dialog, then click Save and Close.

   • On the Order page, wait a moment, then click Refresh.

     Notice that Order Management changes the Status attribute on the order line from Not Started to Scheduled. If the status doesn't change, wait a moment, then try again.

   • Click Actions > Switch to Fulfillment View.

   • Click Fulfillment Lines.

   • In the Details area, click Holds, then examine the release details.