Customer setup

Order hold codes

During the sales process for EDI orders, there are times when a sales order must be placed on hold. When a sales order is placed on hold, an order hold code is assigned to the sales order to indicate the reason for the hold.
Hold scenario examples:

• Validation error hold code: Customer sales price is used when creating a sales order, but the customers price vs. system price difference is outside of the allowed positive/negative variance as setup on the Trading partner’s assigned document type’s setting profile. And Sales price validation is setup as Error tolerance on the Trading partner’s assigned document type’s validation profile.
• POA pending hold code: Customer purchase order acknowledgement (POA) document setting’s Lock order is set to Yes, which means the sales order is put on hold till the purchase order acknowledgement has been sent to the Customer.
• POC pending hold code: Customer purchase order acknowledgement (POA) document setting PO confirmation required is set to Yes, which means the sales order is put on hold till the Confirmation has been received from the Customer.

Setup order hold codes

Users can access the form by navigating to Sales and marketing > Setup > Sales orders > Order hold codes.

• To create a new record, select New.
• In the Hold code field, enter the name of the code.
• In the Description field, enter a description or explanation of the code.
• In the Role field, select the security role that can use the hold code.
• If this hold code should be automatically placed on all new sales order holds, select the Default for sales order check box.
  < Note: This option should not be selected for EDI hold codes
• If the inventory reservations on a sales order should be removed when the hold code is applied, select the Remove inventory reservations check box.
  < Note: This option should not be selected for EDI hold codes

Where used

The created Order hold codes are assigned on EDI parameters.
Users can access the form by navigating to EDI > Setup > EDI parameters

Field	Description
Validation error hold code	Specify the hold code to be used for validation errors
POA pending hold code	Specify the hold code to be used for orders that require a POA must be sent
POC pending hold code	Specify the hold code to be used for orders that require a PO confirmation (POC) must be received