OE.10: Orders On-Hold Report

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

Since Orders can be put on Hold (or released) at various times, it is important to know, periodically, which Orders are still being held back, so that a followup can be instituted on the Client status. This program produces such a report, from which the (e.g.) Credit Manager can work when contacting the Clients whose Orders are being held back.

Usage

Use this job to print a report for the following types of Holds:

• Credit Hold,
• Hold for Ship-Complete,
• Manual Hold (i.e. the Operator placed a Hold).

Each new Hold type will start on a separate page.

The list is normally dispatched to the responsible department, which will decide whether and when to release the Orders into Shipping Documents.

Note: For related documentation and workflows, see OE - Order Entry.

Preconditions

An Order must be put on Hold [Field 22] in program OE.01 [Enter Orders (Shipping)].

Subsequent Actions

When it is decided that an Order should be released, you may clear the Hold status by running program OE.11 [Release Orders On-Hold].

If the goods are not going to be shipped, the Order should be deleted using program OE.20 [Confirm or Modify Shipments].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.