Use Your Own Task Type to Apply Holds

The Order Entry Specialist can select the service when placing a hold on a sales order or order line, such as the shipping service.

If you create your own task type that references the service, then you must set up the task type so it supports the hold.

Assume you create your own task type and name it My Shipment. You want to allow the Order Entry Specialist to place the sales order on hold when the order reaches the orchestration process step that references the My Shipment task type.

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

   • Offering: Order Management

   • Functional Area: Orders

   • Task: Manage Task Types

2. On the Manage task types page, click Actions > Add Custom, set values, then click Save.

   Attribute	Value
   Task Type	My Shipment
   Description	My Shipment

3. Click the row that contains My Shipment in the Task Type column.

4. Click Services.

   Notice that the Manage Task Types page automatically adds a create service and enables it for holds.

   Code	Name	Operation Code	Hold Enabled
   My Shipment Create	My Shipment Create	Create	Contains a check mark.

   Don't modify this service.

5. Add a service that applies the hold and another one that releases the hold.

   For example:

   Code	Name	Operation Code	Hold Enabled
   Hold My Shipping	Hold My Shipping	Apply hold	Doesn't contain a check mark.
   Release Hold on My Shipping	Release Hold on My Shipping	Release hold	Doesn't contain a check mark.

6. Click Save and Close.

Guidelines

• You must use a wait step. For more, see Guidelines for Setting Up Holds on Sales Orders.
• Apply the hold only after you send an immediate response, and then wait for at least two minutes. For more, seeOverview of Connecting Order Management to Your Fulfillment System.

Examine the response and make sure it's successful. If the response fails, then resend it. If the response contains the FOM-4515574 error code, then make sure:

• You aren't updating the order line.
• The orchestration process is currently on a wait step and it isn't attempting to process the line.
• The order line isn't in an error status.