CMHM - Hold Code Maintenance

New features added, version 7.5.2

Program CMHM, Hold Code Maintenance, is used to enter and maintain hold codes for customers and sales order entry.

• Hold codes O - Order Limit Exceeded, C - Credit Limit Exceeded, and F - Flooring Hold are used by the system and should not be deleted.

• Hold code W - Will Call is used by the Will Call Sales Orders feature and should not be deleted.

Hold codes are assigned to customers in program CMCM, Customer Credit Maintenance. When a customer is assigned a hold code, all sales orders entered for that customer will be placed on hold with the assigned hold code.

Hold codes are assigned to sales orders in the sales order entry programs using the [Order Codes] button. Sales orders are also automatically placed on hold when the customer's order limit or credit limit from program CMCM, Customer Credit Maintenance, is exceeded, or when the customer has been placed on hold in program CMCM, Customer Credit Maintenance.

Sales orders on hold cannot be shipped.

Sales orders can be taken off hold using program OEHR, Credit Hold Release. Customers can be taken off hold by removing the hold code from the customer credit record in program CMCM, Customer Credit Maintenance.

The system can be set up so that sales orders will be taken off credit hold automatically when the customer's available credit becomes enough to cover the sales order amount.

• In program SPMM, System Parameters/Default Maintenance, when the Automatic Credit Hold Release flag is set to on, and a customer has sales orders on credit hold, if the customer's available credit becomes enough to cover the sales order, the sales order will be taken off hold automatically.

• When this flag is set to off, a user must take the sales order off hold manually.

Customer payments on the summary screen of the sales order can also remove sales orders from credit hold or order limit hold.

• If the sales order is put on credit hold, and the payment made on the summary screen reduces the total order amount so that it no longer exceeds the customer credit limit, the sales order will automatically be removed from credit hold.

• For example, if the customer has $300 dollars of credit available, and the sales order is for 400, the order will be placed on hold. If at that point, a payment is entered on the summary screen for the sales order for 100.01 or more, the sales order will be taken off hold.

• If the sales order is put on order limit hold, and the payment made on the summary screen reduces the total order amount so that it no longer exceeds the customer order limit, the sales order will automatically be removed from credit hold.

• For example, if the customer has a $1200 dollar order limit, and the sales order is for 1300, the order will be placed on hold. If at that point, a payment is entered on the summary screen for the sales order for 100.01 or more, the sales order will be taken off hold.

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.

Sales orders with the terms code COD will never be placed on credit or order limit hold. The messages will be displayed, but the sales order will not be placed on hold. If you wish a COD customer to be placed on hold, you must either manually place the order on hold on the sales order entry program, or enter a hold code in program CMCM, Customer Credit Maintenance, for the customer's credit record.

Hold codes can also be viewed on the second page of program CMCQ, Customer Credit Inquiry.

Will my order be placed on hold?

Entering Hold Codes

1. In the Hold Code field, enter the single character code.

2. In the Description field, enter the hold code description.

3. Set the Allow Staging flag to the desired setting. When this flag is set to on, sales orders assigned this hold code can be staged with sales order staging programs. When this flag is set to off, sales orders assigned this hold code cannot be staged with sales order staging programs.

• Sales order staging programs include program OSEM, Stage Sales Order for Shipping, and program OSBS, Batch Select & Initialize Staging.

4. Set the Allow Release in Shipping flag to the desired setting. When this flag is set to on for a hold code, customer orders that have been placed on hold with this hold code can be taken off hold in program OESC, Shipping Confirmation. When this flag is set to off, customers orders that have been placed on hold with this hold code can only be taken off hold in program OEHR, Credit Hold Release.

5. Press [Commit].