Thursday, February 14, 2013

Defining Holds in Order Management

 Navigate to the Holds window. Order Management > Setup > Orders > Holds

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  1. Enter the Name and Description for the hold you want to create.
  2. Select a valid Hold Type. Hold Types are defined using the Order Management Quickcodes window.
  3. Workflow Item: Leave this field blank for generic holds.
  4. Workflow Activity: Leave this field blank for generic holds.
  5. Optionally, enter the Effective Dates for the hold to control when you can use this hold.
  6. Optionally, determine which user responsibilities have authority to apply and/or release holds by entering combinations of responsibilities, authorized actions, and effective dates.
    You can give some responsibilities the authority to apply a hold, other responsibilities the authority to release it, and others the authority to do both. If you do not specify a responsibility for a hold, any responsibility can apply or release it.
  7. Save your work.

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