UX One: Held Orders Page
The Held Orders page (P42002X/W42002XB) enables you to view an alert for held orders that are ready to release; view graphical representations of order counts or percentages of held orders by person responsible, customer, and hold code; and access the programs that you need to use to work with your sales orders.
To access the UX One Held Orders page, log in to the EnterpriseOne system using the Customer Service Representative role. When you log in with this role, the system automatically displays the My Customers page. Click the Held Orders task on the springboard to access the Held Orders page.
This graphic illustrates the Held Orders UX One page:
Watchlist Alerts
These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.
This table lists and describes the watchlist alert that is available on the Held Orders page:
Watchlist Alert |
Description |
|---|---|
Held Orders to Release |
This alert tells users how many held orders are ready to be released. This alert is based on the ZJDE0008 version of the Release Holds program (P43070). When you click the alert, the system displays the Work With Held Orders form. The following form layout is available:
The following grid format is available:
|
For additional information about the programs associated with this watchlist alert, see Holding, Reviewing, and Releasing Orders in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide.
Charts
These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.
This table lists and describes the charts that are available on the Held Orders page:
Component Title |
Description |
|---|---|
Held Orders by Person Responsible P4209JAX/W4209JAXC) |
Use this chart to view the number of held orders by person responsible. This chart is based on view V4209VJ, which is a join of the Held Orders table (F4209) and the Sales Order Header File (F4201). |
Held Orders by Customer (P4209JAX/W4209JAXA) |
Use this chart to view the percentage of held orders by customer. This chart is based on view V4209VJ, which is a join of the Held Orders table (F4209) and the Sales Order Header File (F4201). |
Held Orders by Hold Code (P4209JAX/W4209JAXB) |
Use this chart to view the percentage of held orders by hold code. This chart is based on view V4209VJ, which is a join of the Held Orders table (F4209) and the Sales Order Header File (F4201). |
For additional information about the programs associated with these charts, see these topics in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide:
Springboard Tasks
You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.
This table lists and describes the tasks on the Held Orders page:
Tasks |
Description |
|---|---|
My Customers |
Use this task to access the Customers Assigned To <your name> form on the My Customers program (P43470). The following grid format is available:
After you access the My Customers program while in the Customer Service Manager role, you can select from several form layouts that have been provided for the Select Items via Order Guides form. These form layouts are available:
|
Review Orders |
Use this task to access the Manage Existing Order form in the ZJDE0017 version of the Sales Order Entry program (P42101). The following form layout is available:
The following grid format is available:
|
Release Held Orders |
Use this task to access the Work With Held Orders form in version ZJDE0007 of the Release Holds program (P43070). The following form layout is available:
The following grid format is available:
|
For additional information about the programs associated with these charts, see these topics in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide: