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.
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Examine the predefined behavior.
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Make sure you have the privileges that you need to create sales orders.
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Open a sales order that's on hold.
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In the Order Lines area, click Apply Hold > Release Hold.
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Notice that you can use the Release Hold dialog to set the values and release the hold.
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Specify the role that can release credit check hold.
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Make sure you have the privileges that you need to administer Order Management.
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Go to the Setup and Maintenance work area, then go to the task:
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Offering: Order Management
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Functional Area: Orders
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Task: Manage Hold Codes
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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
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In the Details area, click Applicable Roles > Selected Roles.
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Click Actions > Select and Add.
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In the Select and Add dialog, search for this value.
Attribute
Value
Role
Order Manager
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In the search results, click the row that includes Order Manager, then click Apply > OK.
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In the Details area, make sure the Release Hold attribute contains a check mark, then click Save and Close.
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Test your set up.
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Make sure you have the privileges that you need to create sales orders.
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Open the sales order, then click Apply Hold > Release Hold.
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In the Release Hold dialog, verify that you can't set the Hold Name attribute, and can't release the hold.
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Sign out, then sign in with the privileges that you need to manage sales orders.
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Open the sales order, verify you can set the Hold Name attribute in the Release Hold dialog, then click Save and Close.
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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.
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Click Actions > Switch to Fulfillment View.
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Click Fulfillment Lines.
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In the Details area, click Holds, then examine the release details.
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