Related topics
- About credit control handling
- About holding/releasing sales orders and order lines
- About holding/releasing service orders and order lines
- About sales restrictions
This panel displays the details of the reason that have resulted in an order being held. From this panel, you can add new details, or select an existing one to view, maintain and delete as well as release orders.
There are two different titles available for this panel. The title that is displayed depends on where you accessed the panel from.
You can access this program from the following menus:
- the Sales tasks menu
- the Service order tasks menu (IBS Service must be installed and activated).
Note: It is not possible to add hold details under a reason that has been released. In this case, you can only view the details.
Options
| Release | Select this option to release the order. Note: This option will not be displayed if the reason code indicates NO for manual release. |
Function keys
| Held restrictions/All restrictions | Toggle to view all restriction details and only those restrictions details that have orders on hold. |
Selection fields
- Reason code
- Displays the reason codes and descriptions from the Order held reason code table.
- Hold date
- Displays the date on which this order was put on hold.
- Line
- This column heading lists all the order line number of the order, indicating which of this has resulted in the order being put on hold.
- Restriction
- Lists the name of the restriction that has resulted in this order line being held.
- Description
- Displays the description of the restriction that has resulted in this order line being held.
- Rel handler
- Displays the handler that has the authority to release this order.
- Rel date
- Displays, per record, the date on which the held order line was released.
Work with held sales orders or Service orders, Held details (DIR32904)
This panel displays detailed information regarding the reasons for an order line having been held. From here you are able to add, delete and edit these details.
- Reason code
- Displays the reason codes and descriptions from the Order held reason code table.
- Hold date
- Displays the date on which this order was put on hold.
- Line
- Displays the order line number that is being held. This is a mandatory field when adding records, but cannot be changed for existing records. Note: An order line may have more than one restriction that applies to it, resulting in it being held.
- Restriction
- Displays the name and description of the restriction that has resulted in the order line being held. This is a mandatory field when adding records, but cannot be changed for existing records. Note: An order line may have more than one restriction that applies to it, resulting in it being held.
- Release handler
- Displays the handler that has the authority to release this restriction.
- Release date
- If the restriction has been released, the date on which this occurred is displayed.
- Release time
- If the restriction has been released, the time at which this occurred is displayed.
- Released by
- If the restriction has been released, the handler who performed this is displayed.
Work with held sales orders or Service orders, Release restrictions (DIR32905)
This panel displays all the order restrictions that you have selected to release. This is only possible if you have the authority to do so. Click OK to release the displayed records. Click Back to regret.
- Reason
- Displays the reason codes and descriptions from the Order held reason code table.
- Hold date
- Displays the date on which this order was put on hold.
- Line
- This column heading lists all the order line number of the order, indicating which of this has resulted in the order being put on hold.
- Restriction
- Lists the name of the restriction that has resulted in this order line being held.
- Description
- Displays the description of the restriction that has resulted in this order line being held.
Work with held sales orders or Service orders – Delete restrictions (DIR32908)
This panel displays all the order restrictions that you have selected to delete. Click OK to delete the displayed records. Click Back to regret.
- Reason
- Displays the reason codes and descriptions from the Order held reason code table.
- Hold date
- Displays the date on which this order was put on hold.
- Line
- This column heading lists all the order line number of the order, indicating which of this has resulted in the order being put on hold.
- Restriction
- Lists the name of the restriction that has resulted in this order line being held.
- Description
- Displays the description of the restriction that has resulted in this order line being held.