Oracle Order Management provides you with the ability to apply holds to orders, returns, and lines in the Sales Orders window. In addition, you can apply holds for existing or future single or multiple orders, returns, and lines.

You can apply holds to orders, returns, order lines, return lines, or options. You can create hold sources to hold new orders automatically for a customer or to hold new lines for an item or customer site. You can set the hold source to be a specific order or return. A hold source is the combination of a parameter (for example, customer), value (ACME Inc.), and hold name that you specify. You can specify hold sources that use a combination of two parameters.

You can apply your holds to be effective immediately and universally. If you want to apply your hold specifically to certain orders, returns, order lines, or return lines, navigate to the Order Organizer window to indicate them individually.

Once you have created a hold source, you can release it from the Sales Orders window or Order Organizer.

Prerequisites

Define your holds. See: Oracle Order Management Implementation Manual, Defining Holds.

Workflow Activities based Holds

The following workflow activities can be put on hold provided their status is not completed:

Header Level:

• Book Order

• Close Order

• Header Level Invoice Interface

Line Level:

• Close Line

• Create Configuration Hold

• Create Supply Hold

• Inventory Interface Non Ship

• Line Level Invoice Interface

• Line Scheduling

• Pack Line

• Payment Assurance

• Pick Line

• Purchase Release

• Reprice Line

• Wait for Receiving

• Ship Line

When you apply workflow item and workflow activity based hold on a single record, and the activity is already complete, the, following message is displayed:

Hold on workflow activity &WF_ACT is not applicable to this record.

When you select the Hold Existing Order Lines box in the Apply Holds window and apply a workflow item and workflow activity based hold on multiple records, where none of them are eligible for being on hold, the following message is displayed:

Hold on workflow activity &WF_ACT is not applicable to any of the selected records.

When you select the Hold Existing Order Lines box, and apply a workflow item and workflow activity based hold on multiple records, where some, but not all the records are eligible for being on hold, the following message is displayed:

Some of the selected records were not placed on workflow activity &WF_ACT hold due to ineligibility.

To view orders that are on hold:

You can use the Order Organizer Find Window to find orders or lines on hold, by specifying criteria in the Holds Information Tab.

To apply a hold to a single existing order or return:

1. Navigate to the Sales Orders window and query the order or return you want to apply the hold.

2. Click Actions and select Apply Hold.

3. In the Apply Holds window, select the Hold Name in the Hold Name tabbed region.

4. Optionally, define the Hold Until Date; that is, the date when the hold is released automatically.

5. Optionally, enter a Hold Comment.

6. Click Apply Holds.

To apply a hold to multiple orders or returns:

1. Navigate to the Order Organizer window and query the orders or returns or lines you want to apply the holds. If you have access to multiple Operating Units you can select transactions across them by leaving the Operating Unit field blank.

2. Multi-select all orders and returns you want to apply the hold.

3. Click Actions and select Apply Hold.

4. In the Apply Holds window, select the Hold Name in the Hold Name tabbed region.

5. Optionally, define the Hold Until Date; that is, the date when the hold is released automatically.

6. Optionally, enter a Hold Comment.

7. Click Apply Holds.

To apply a hold to a specific order line or return line:

1. Navigate to the Sales Orders window and query the order or return line you want to apply the hold.

2. Navigate to the Line Items tabbed region and select the order or return line you want to apply the hold.

3. Click Actions and select Apply Hold.

4. In the Apply Holds window, select the Hold Name in the Hold Name tabbed region.

5. Optionally, define the Hold Until Date; that is, the date when the hold is released automatically.

6. Optionally, enter a Hold Comment.

7. Click Apply Holds.

To apply a hold to multiple order lines or return lines:

1. Navigate to the Order Organizer window and query the order or return you want to apply the hold.

2. Navigate to the Line tabbed region.

3. Multi-select the lines you want to apply the hold.

4. Click Actions and select Apply Hold.

5. In the Apply Holds window, select the Hold Name in the Hold Name tabbed region.

6. Optionally, define the Hold Until Date; that is, the date when the hold is released automatically.

7. Optionally, enter a Hold Comment.

8. Click Apply Holds.

See:

Oracle Order Management Implementation Manual.

Please refer to the Releasing Holdssection in this chapter.