CR.57: Hold Codes-copy-579

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Business Benefits

In managing your inventory, you may wish to identify certain categories of stock that is on Hold. Within these categories, you may wish to further define stock status (e.g., damaged by Carrier, damaged by Customer, damaged by Employee). These may or may not affect the disposition of the stock. This program allows you to set up as many Hold codes as you need for this purpose.

Note: For related documentation and workflows, see CR - Client Related.

Usage

Use this job to set up Hold codes and the associated Surcharges and Discounts associated with each.

Types of Hold

1. Client Credit Hold (a hold against all stock)

This hold is currently applied at the Client/global level. It prevents Client withdrawals from any Warehouse.

It should be altered to be applied at either the specific Warehouse level, or at the global level; e.g.,

** 01 02

for all Warehouses only for Warehouse 01 only for Warehouse 02

2. Stock Holds

One to n Holds may be defined in global 'Sets' (many Clients) and not at a specific Client level, unless the Client is the only user of the Set. GEN is the default Set. Each 'hold' represents a claim against the stock which prevents it from being 'available' for normal shipment. e.g.,

Damaged
Bank Credit
Customs Unpaid
 

These Holds, and the rules to be followed by the computer in their processing, may be defined by the user.

i) A Hold may be created, or deactivated, at any time (not deleted).

ii) Certain rules which apply to working with the Hold can be altered at any time. This will immediately affect any user who logs in to an Account (Client) after the change is made to the Holds master record.

The Properties (Rules) of a Hold

Each Hold has one or more of these properties:
 

1) Type (Blanket, Fungible, Physical)

Blanket Quantity. Assume that 100 units of stock in Lot xyz exist on Monday. No Holds or other commitments exist. A 'Blanket Hold' (e.g., Quarantine) is placed on the stock late Monday. No specific quantity is indicated because "Blanket" refers to all stock in the Lot.

At close of business Monday, zero stock is Available for Normal Shipment (ANS).

On Tuesday, 50 more Units are received into the same Lot xyz, for a total of 150 Units. Nonetheless, zero stock is ANS due to the Blanket Hold.

Had the Hold placed on Monday not been Blanket, but rather for a specific quantity (e.g., Customs Hold for 100), then the 50 Units received Tuesday would be available for normal shipment.

Physical or Fungible. (The only types of specific quantity Holds)

'Fungible' means that any n Units of the stock may be held. There is no need to identify or segregate the Units on Hold so long as the quantity of stock remaining in the Warehouse is at least equal to the quantity on Hold; e.g.,

Customs Hold
Bank Hold

'Physical' means that specific Units of stock must be identified so that they are not accidentally selected for shipment; e.g.,

Damages
Agricultural Detention

Indicating that a Hold is 'Physical' will cause the computer to require that the quantity in each Location also be specified when the Hold is activated.

Note: The only three Hold Types are:

B - Blanket,
F - Fungible,
P - Physical.

2) Flow

Sometimes there are two or more Holds which must be applied one after the other (as the first comes off, the second goes on, etc.).

Damaged Goods may (optionally) be handled this way. Suppose that, instead of just one Hold status for Damages, there are three.

Step 1: Recoup Required (Damage has been found)

Step 2: Salvage (Damaged being repaired)

Alternate Step 2: Dump (Damage cannot be repaired. Disposal is authorized.)

In this example, whenever Salvage or Dump is applied, the quantity specified must already exist in Recoup. The computer will remove from Recoup automatically, so that no mistake is made.

It is not necessary to move from Recoup to the Dump or Salvage status. It is also permitted to correct an error by removing or altering the Recoup quantity.

Flow is always between Holds of the same 'type' (Blanket, Fungible, Physical).

3) Removal Sequence

It may happen that a particular Hold, once set, may not be released if some other Hold is still in effect. Only when that other Hold is removed, can this Hold be removed.

A simple example is two Holds applied quite independently by two independent agencies of the Government.

Preconditions

Determine how many different Hold codes you wish to use. Before starting, the following must have been set up:

CR.06 [Client Names and Addresses]
CR.58 [Inventory Adjustment Codes]
CR.56 [Hold Categories].

Subsequent Actions

Hold codes are used in programs ...

OE.01 [Enter Orders (Shipping)]
OE.06 [Pick Confirmation]
OE.20 [Confirm or Modify Shipments]
OE.21 [Enter Shipped Orders]
OE.91 [Batch Commit Orders]
OR.20 [Lots - Maintain / Adjust]
OR.21 [Holds - Adjustments]
RE.21 [Receipts]
RE.31 [Receipt Invoices],

... and printed in various associated reports.

Program Fields and Functions

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