Related topics
- About credit control handling
- About holding/releasing sales orders and order lines
- About holding/releasing service orders and order lines
This is a program to release orders or order lines, that are being held. These are all displayed on this panel.
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 (DC1 Service must be installed and activated).
How sales orders are held
Sales orders are either held manually by an employee of your company (identified by his/her Handler ID) or automatically by the system.
All held orders have Reason codes assigned to them that indicate why they are being held.
DC1 Manufacturing:
If DC1 Manufacturing is installed and activated and you release an order with any reason code other than 02 then the system will verify if it contains lines that are held because they are connected to a manufacturing order. If that is the case then the order will be held back again by the system and the reason code will be set to 02. You will then have to release the order again.
Back-to-back orders:
If a BtB sales order is held then the purchase order, (that will be automatically generated from it), will be created once the order lines are released.
Credit checks:
Once an order has been released, a second credit check will not be made by the Print sales order pick lists program. Note: This only applies if the CR-PL (Credit control, pick list) function is activated in the Function control file.
Searching through records
You can search through all held orders and select the sequence (order) in which they are displayed on screen. You can also narrow down the search results by clicking More selections to enter a more precise search criteria.
Note: If you enter as your search parameters Hold date, Customer number or Debtor number the information displayed in the columns will be altered. See the Column headings section (below) for details.
Note: If you enter a search criteria, the message Note: More selections exist indicates that only selected records are displayed. To display all records click More selections to access the More selections panel and clear all search criteria.
Options
| Maintain order | Select this option for the order you want to maintain. |
| Reasons | Select this option for the order that you want to view held reasons for. |
| Release order | Select this option for the order you want to release. |
| Unlock | Select this option to unlock a locked order. This can only be performed by the user who locked the order (indicated in the system message) or by a user with administrator authority. |
Function keys
| More selections | Access the Work with held orders, More selections panel, where you can make selections that will sort and/or subset the records displayed on this panel. You can also use this function key to view the sequence parameters and/or selections that already have been used to subset the panel. |
Selection fields
Column headings
The column headings that are displayed may differ according to the mode that you are in. These are dependent upon whether or not you entered a search criteria on the Work with held orders, More selections panel (accessed by clicking More selections).
The section below details each view mode and the information that they display in the columns.
In Default view mode
- RC
- Indicates the reason(s) why the order was held. A double plus sign (++) means that the order is being held for various reasons. In this case enter 6 next to it to view all the reasons why it was held.
- Order value
- Displays the total value of the order lines, after deduction of the header discount, and including VAT if the order includes VAT. Free-of-charge order lines are not included in this value.
In Hold date sequencing mode
This mode is accessed by clicking More selections and selecting Hold date as one of your search criteria and clicking OK.
- Hold date
- Indicates the date that the order was held. Orders that are held for various reasons are flagged by double plus signs (++) in the RC column. Displays the earliest date.
- RC
- Indicates the reason(s) why the order was held. A double plus sign (++) means that the order is being held for various reasons. In this case enter 6 next to it to view all the reasons why it was held.
- Order value
- Displays the total value of the order lines, after deduction of the header discount, and including VAT if the order includes VAT. Free-of-charge order lines are not included in this value.
In Customer number sequencing mode
This mode is accessed by clicking More selections and selecting Customer number as one of your search criteria and clicking OK.
- RC
- Indicates the reason(s) why the order was held. A double plus sign (++) means that the order is being held for various reasons. In this case enter 6 next to it to view all the reasons why it was held.
- Order value
- Displays the total value of the order lines, after deduction of the header discount, and including VAT if the order includes VAT. Free-of-charge order lines are not included in this value.
In Debtor number sequencing mode
This mode is accessed by clicking More selections and selecting Debtor number as one of your search criteria and clicking OK.
- RC
- Indicates the reason(s) why the order was held. A double plus sign (++) means that the order is being held for various reasons. In this case enter 6 next to it to view all the reasons why it was held.
- Order value
- Displays the total value of the order lines, after deduction of the header discount, and including VAT if the order includes VAT. Free-of-charge order lines are not included in this value.
Work with held sales orders or Held service orders, More selections (DMR30904)
Function keys
| Clear selections | Clear any selections made on the panel. |
More selections
Sequence
Sort order
Held orders can be sorted at a multiple level by using a combination of three key fields. How the key fields are arranged, or classified, is completely user-definable. For example: They can be sorted first by Hold date, secondly by Customer number and lastly by Debtor number.
The following three parameters are used to specify the order in which the held orders are sorted by the system.
- Hold date
- Customer number
- Debtor number
Enter a value from 1-3 to specify the order in which the records are sorted.
A/D
Ascending or descending order
Each of these parameters can be displayed in ascending or descending order. Enter A in the second field to display the information in ascending order, or D to display it in descending order.
Selections
- Held orders/lines
Note: Defaults with the YES setting, but can be changed. Indicate if you wish to include held orders or orders having held lines. - Released orders
Note: Defaults with the NO setting, but can be changed. Indicate if you wish to include orders that have been released. - Order number
- Handler
- Hold level
- Reason code
- Customer
- Debtor number
- Customer order
- Order type
- Division
Note: - Cost centre
Note: This field is only displayed if the Cost centre handling function is activated.
Scroll to the next panel where you can make further selections.
Work with held sales orders or Held service orders, More selections (DMR30906)
On this panel you enter additional selection values to further narrow down your results.
Function keys
| Clear selections | Clear any selections made on the panel. |
The following parameters are available for selection:
- Release handler
- Order status
- Salesman
- Hold date
- Held by
- Released by