Oracle Order Management provides you with the ability to release holds on orders, returns and lines and release hold sources. In addition, you can release holds for existing or future, single or multiple orders, returns, and lines.
You can release holds on specific orders, returns, or lines; release a hold source that holds many orders or lines; and view information about holds that you have already released. If a hold was defined with specific hold authorizations, you must be logged in as one of the responsibilities permitted to remove this hold. To release orders that have been put on credit check hold, you must have the ability to edit the sales order or have view-only access to sales orders with requisite release authorization.
After you release all order and order line or return and return line holds, that order or return becomes available for any subsequent workflow steps. If you release a hold source, the hold is automatically released for all appropriate orders, returns, or their lines. You can choose to progress the workflow or not, with the help of the Progress Workflow box on the Holds definition window and on the Release Holds window.
Holds can also be automatically released by submitting the Release Expired Hold concurrent program on or after the date that the hold source expires. This date is defined in the Hold Until Date field in the Release Hold Sources window. The Release Expired Hold concurrent program will release all holds by comparing the Hold Until Date to the current system date (timestamp is ignored).
Use the Find Orders window to select the orders, returns, lines, or hold sources to release. When you click Find, Order Management queries all the orders, returns, or lines that match your criteria and that are or have been on hold. When you click Hold Sources, Order Management queries hold sources that were created using the criteria you specify.
Workflow Activity holds are based on activities that are also defined within the workflow. When a workflow activity hold is applied on a sales order/line, the corresponding workflow for the entity stays in a Blocked state until the hold is released. You can take one of the three actions at this point during the hold release:
The workflow remains at its current stage (activity)
The Block activity is completed and the workflow progresses to the next activity
The Block activity is completed and further workflow progress is deferred
The Progress Workflow on Release checkbox in the Holds definition window (Setup > Orders > Holds) enables you to automatically progress the workflow to the next activity when the hold is released. A similar checkbox is also available in the Release Holds window - Progress Workflow - and its value is defaulted from the value of the Progress Workflow on Release checkbox in the Holds definition window. By selecting or unselecting the Progress Workflow checkbox in the Release Holds window, you can override the setting defined in the Holds definition window. More details on the inter-relationship between the two can be found in the table below:
Holds with Progress Workflow
| Holds definition window check box | Release Holds window check box | Single Line on Hold | Multiple Lines on Hold |
|---|---|---|---|
| Checked | Unchecked | Do not progress the workflow | Do not progress the workflow |
| Unchecked | Checked | Progress the workflow if eligible | Complete the block activity and defer further workflow processing (if eligible). |
When multiple lines are released together, it could have a significant impact on performance if they are progressed So the activities of the released lines are completed and further workflow processing is deferred so that the concurrent program Workflow Background Process can progress the lines together.
The workflow is eligible for processing via hold release when it satisfies the following conditions:
The current activity is based on the standard OM block function.
The activity has been reached at via a transition of ON_HOLD.
The activity is in a notified status.
Note: This functionality is also applicable to custom activities, and not only seeded activities.
Navigate to the Find Orders window in the Order Organizer.
Enter search criteria, including the hold criteria and value or the name of the hold.
Click Hold Sources to query the hold sources that meet your search criteria.
Multi-select the orders or lines that you want to release.
Select the Reason for the release.
Navigate to the Sales Orders window and query the order or return you want to release the hold.
Click Actions and select Release Holds.
Multi-select the holds that you want to release.
Select the release Reason for the hold.
Optionally, enter a Comment.
Click the Release.
Save your work.
Navigate to the Sales Orders window and query the order or return line you want to release.
Navigate to the Line Items tabbed region and select the order or return line you want to release.
Click Actions and select Release Holds.
Multi-select the holds that you want to release.
Enter the Release name.
Select the Reason for the release.
Optionally, enter a Comment.
Click Release.
Save your work.
Navigate to the Orders Organizer window and query the order or return you want to release.
Multi-select all orders and returns you want to release.
Click Actions and select Release Holds.
Multi-select the holds that you want to release.
Enter the Release name.
Select the Reason for the release.
Optionally, enter a Comment.
Click Release.
Save your work.
Navigate to the Orders Organizer window and query the orders or returns or line 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.
Navigate to the Line Items tabbed region.
Multi-select the lines you want to release.
Click Actions and select Release Holds.
Enter the Release name.
Select the Reason for the release.
Optionally, enter a Comment.
Click Release.
Save your work.
Navigate to the Concurrent Request window.
Enter or select Release Expired Hold in the Name field
Click Submit.
Oracle Order Management Implementation Manual, Defining Holds.