OEHR - Credit Hold Release

New feature added version 7.5.2, 7.5.3, 8.1, 7.5.4, 8.4, 7.5.4P, 8.4P

Program OEHR, Credit Hold Release, is used to release sales orders that are "on hold." Only status O - Complete, J - Confirmed Incomplete, or S - Confirmed Complete sales orders will be displayed in this program to be taken off hold. The customer information displayed in program OEHR, Credit Hold Release, includes the credit and order limits, open balances, available credit, and high credit information.

Sales orders are placed on hold through the following methods:

• A hold code was manually assigned to the sales orders during sales order entry.

• The sales order exceeded the customer's order limit.

• The sales order exceeded the customer's credit limit.

• The sales order exceeded the customer's buying group credit limit.

• The customer's credit record in program CMCM, Customer Credit Maintenance, has a hold code assigned to it.

• If a customer has a hold order balance in program CMCM, Customer Credit Maintenance, and the CUST_ORDER_AUTO_HOLD parameter is set to Y in program MURM, Initialization Parameter Maintenance, all sales orders for the customer will be placed on hold using the R - Management Review hold code. Only sales orders with the Do No Hold Order flag set to on in the sales order header will not be placed on hold.

The following actions occur when a sales order is released:

• The order value is subtracted from the hold order balance and added to the open order balance for the customer.

• If the sales order was entered in program OEOE, Sales Order Entry/Maintenance, the Do Not Hold Order flag is set to on in the sales order header. This indicates that the order has been approved, even though it exceeds the credit limit or order limit. Additional lines that are entered for the order will not put the order on hold.
  
  This flag can be set to on or off manually by the user on the Order Codes screen in program OEOE, Sales Order Entry Maintenance.

Restricting Releasable Hold Codes

All queried orders can be released at once using the Release All Queried button. This will release all queried orders at once including any records that were manually “cleared” by the user in the order block.

There are four ways to control the hold codes that can be queried and released in this program.

• In the header of the program, in the Query List of Hold Codes, before querying the sales orders you can enter a list of hold codes that you want to view. Separate the hold codes with a comma.

• In the header of the program, in the Exclude Hold Codes field, before querying the sales orders, you can enter a list of hold codes that you do not want to view. Separate the hold codes with a comma.

• In the header of the program, in the Exclude Status field, before querying the sales orders, you can enter a list of sales order statuses that you wish to exclude from the query. Separate the statuses with a comma. This field is used in conjunction with the Query List of Hold Codes and Exclude Hold Codes fields.
  
  Open order status values include:
  Q - Quotation
  I - Incomplete
  O - Complete
  J - Confirmed-Incomplete.
  
  If an entry is made in the Exclude Status field and in either the Query List of Hold Codes or the Exclude Hold Codes fields, then only orders with that status and hold codes will be affected.
  
  For example, if you wanted to exclude hold code 'Z' but only for quotes, you would enter Z in the Exclude Hold Codes field and Q in the Exclude Status field. Status 'O' orders that were assigned the 'Z' hold code would still display.
  
  If you wanted to exclude an order status for all but a few specific hold codes, then you would enter the list of hold codes in the Query List of Hold Codes field, and enter the desired status in the Exclude Status field.
  
  For example, to display only 'Z' hold codes for quotes, you would enter 'Q' in the Exclude Status field and 'Z' in the Query List of Hold Codes field.

• In program MURM, Initialization Parameter Maintenance, for the OEHR_EXCLUDE_HOLD parameter, you can enter a list of hold codes, separated by commas, that will not be displayed in this program for release. This parameter corresponds with the Exclude Hold Codes field. If an entry is made for this parameter, those entries will be displayed in the Exclude Hold Codes field that field will not allow updates. If this parameter's value is left blank, then entries can be made in the Exclude Hold Codes field.

• In program MURM, Initialization Parameter Maintenance, for the OEHR_INCLUDE_HOLD parameter, you can enter a list of hold codes, separated by commas, that will be displayed in this program for release. This parameter corresponds with the Query List of Hold Codes field. If an entry is made for this parameter, those entries will be displayed in the Query List of Hold Codes field and that field will not allow updates. If this parameter's value is left blank, then entries can be made in the Query List of Hold Codes field.

In program MURM, Initialization Parameter Maintenance, for the OEHR_STATUS_EXCLUDE parameter, you can enter a list of order statuses to exclude from the query, separated by commas. This parameter is used in conjunction with the Exclude Hold Codes and Query List of Hold Codes list. This parameter corresponds with the Exclude Status field. If an entry is made for this parameter, those entries will be displayed in the Exclude Status field and that field will not allow updates. If this parameter's value is left blank, then entries can be made into the Exclude Status field.

See Also

Hold Codes

Releasing Orders from Hold

1. In the Initials field, enter your initials.

2. The program is in query mode.

• All sales orders on hold are displayed in the upper block, while the customer information is displayed in the lower block.

• When you click on one of the sales order fields, the customer information for that sales order will be displayed in the lower block.

• You can query a list of hold codes using the Query List of Hold Codes field. Enter the desired hold codes separated by commas. For example, if you wanted to view orders on credit hold and flooring hold, you would entered C,F in this field.
  
  If an entry has been made for the OEHR_INCLUDE_HOLD parameter in program MURM, Initialization Parameter Maintenance, then those hold codes are listed here and the field cannot be updated.

• You can exclude a list of hold codes from being queried in this program using the Exclude Hold Codes field. Enter the desired hold codes separated by commas. For example, if you wanted to exclude orders on credit hold and flooring hold, you would entered C,F in this field.
  
  If an entry has been made for the OEHR_EXCLUDE_HOLD parameter in program MURM, Initialization Parameter Maintenance, then those hold codes are listed here and the field cannot be updated.

• In the Exclude Status field, before querying the sales orders, you can enter a list of sales order statuses that you wish to exclude from the query. Separate the statuses with a comma. This field is used in conjunction with the Query List of Hold Codes and Exclude Hold Codes fields.
  
  Open order status values include:
  Q - Quotation
  I - Incomplete
  O - Complete
  J - Confirmed-Incomplete.
  
  If an entry is made in the Exclude Status field and in either the Query List of Hold Codes or the Exclude Hold Codes fields, then only orders with that status and hold codes will be affected.
  
  For example, if you wanted to exclude hold code 'Z' but only for quotes, you would enter Z in the Exclude Hold Codes field and Q in the Exclude Status field. Status 'O' orders that were assigned the 'Z' hold code would still display.
  
  If you wanted to exclude an order status for all but a few specific hold codes, then you would enter the list of hold codes in the Query List of Hold Codes field, and enter the desired status in the Exclude Status field.
  
  For example, to display only 'Z' hold codes for quotes, you would enter Q in the Exclude Status field and Z in the Query List of Hold Codes field.
  
  If an entry has been made for the OEHR_STATUS_EXCLUDE parameter in program MURM, Initialization Parameter Maintenance, then those sales order statuses are listed here and the field cannot be updated.

3. Press [Execute Query].

4. To release an order from hold, set the Release flag to on.

5. Press [Commit].