Managing Holds

Page Name	Definition Name	Usage
Order - Holds Page or Quote - Holds Page	RO_HOLD	View holds on the order or quote.

Hold validations fire automatically as soon as you submit an order or quote. When an order or quote needs to be put on hold, the Holds page is displayed with the list of hold items that apply. The status of the order or quote changes to Hold Order and the submission cannot continue unless all holds are lifted. There are a variety of reasons as to why your order or quote will be placed on hold. There are also several ways in which you can resolve the problem.

These are some of the hold codes that are delivered in Order Capture:

Hold Code	Explanation
Anonymous Customer Hold	Hold is triggered if the customer specified is setup as an anonymous Business Object. Use this hold when the fulfillment system does not support anonymous Customers.
Configuration Hold	Hold is triggered if a line has a configured product and it is not configured when capture is submitted.
Exceed Corporate Credit Limit	Hold is triggered if the customer has exceeded the credit limit range as specified on the Customer and Business Unit.
Credit Card Hold	Hold is triggered if the customer is paying by credit card, and the authorization fails.
Currency Conversion Not Possible	Hold is triggered if there is no currency conversion available for the pricing engine.
Exceeds Maximum Order Qty	Hold is triggered if the quantity on the line exceeds the maximum order quantity.
Under Minimum Quantity	Hold is triggered if the quantity on the line falls below the minimum order quantity.
Below Minimum Selling Price	Hold is triggered if the quantity on the line falls below the minimum selling price.
No Bill To Contact	Hold is triggered if the bill to contact is missing.
No Bill To Customer	Hold is triggered if the bill to customer is missing.
No Product Package Components	Hold is triggered if the line has a product that is a package, and no package components have been chosen.
No Capture Lines	Hold is triggered if the order or quote has no lines.
No Ship To Customer	Hold is triggered if the ship to customer is missing.
No Ship To Contact	Hold is triggered if the ship to contact is missing.
No Sold To Contact	Hold is triggered if the sold to contact is missing.
Product Catalog Violation	Hold is triggered if the product on the line is not in the customer's catalog.
Product Increment Violation	Hold is triggered if the line quantity is not a multiple of the increment defined on the product definition.
Product Prerequisite Violation	Hold is triggered if the product on the line has prerequisites that are not installed, or not on the current capture.
Price List Not Found	Hold is triggered if there is no price list found by the pricing engine.
Line Site Contact Required	Hold is triggered if a product requires a site, and a Site Contact is not one specified.
Line Site Required	Hold is triggered if a product requires a site, and there is not one specified.
Freight Calculation Hold	Hold is triggered if the calculation of freight charges by the third-party system fails.
Future Dated Orders not enabled Hold	Hold is triggered if a Fulfill By date is set and Future Dated Orders are not enabled on the Business Unit.
Order Re-Validation Failed	Hold is triggered if order fails revalidation on order execution date during the submit attempt. This may occur if the products on the order are no longer active.
Fulfill By date is before Earliest Fulfill By date	Hold is triggered if the order execution date is before the earliest date the order can be fulfilled. The Earliest Fulfill By date calculated based on the Lead times of the products on the order.
Shipment Arrival Date Earlier then Order Due Date	Hold is triggered if user specified the shipment arrival date prior to the order due date. The shipment may arrive late.
Order Execution Time Frames Overlapping	Hold is triggered if the estimated order execution time frame (the period of time between order execution and order due dates) is overlapping with the same period for another already queued order.
Discount percent over limit (for one-time charge)	Hold is triggered if the total discount on the one-time price of a product is more than what the agent can apply. This hold code is applicable only to any discounts applied by price rules. Note: A separate hold code is available to limiting the maximum total discount on the one-time price of a product that the agent can apply manually, not through price rules.
Price Surcharge Limit Reached (for one-time charge)	Hold is triggered when the surcharge percent on the one-time price of a product is more than what the user is allowed to apply.

Note: Holds can be easily added for specific business processing. You can extend hold processing by creating your own hold codes. This is a simple configuration task in the Order Capture Setup and Capture Type workbenches.

See Capture Setup Tables - Hold Codes Workbench Page.

See Type Definition - Hold Processing Workbench Page.

Use the Order - Holds page or Quote - Holds page (RO_HOLD) to view holds on the order or quote.

Navigation:

Orders and Quotes > Add Quote > Order - Holds
Orders and Quotes > Add Order > Quote - Holds
Orders and Quotes > Search Orders and Quotes > Order - Holds
Orders and Quotes > Search Orders and Quotes > Quote - Holds

Hold Summary tab

Field or Control	Description
Hold	Displays the description of the hold code.
Hold Status	Displays the hold status. You can change the hold status if your user security allows you to override it. If you select Override Hold you can add a note to explain why the hold was overridden.
Message	Displays the explanation of the hold.
Pending Action By	List PeopleSoft roles that can override a specific hold code.

Hold Details tab

Field or Control	Description
Hold	Short explanation of the reason for the hold.
Related Line	Line number for the offending product(s).
Hold Status	Current status of the hold. This is a display-only field for regular users, such as most customer service contacts. However, users with manager-level permissions can select one of the following statuses: Requires Action: This selection indicates that action needs to happen. The system defaults to this status when the hold is created. In Process: This selection indicates that the hold still needs to be addressed and some action is taking place in relation to the hold. Override Hold: Select to ignore the hold and pass it. For example, you have a minimum price violation but are willing to allow the lower price for this order or quote. When this status is set, the system will no longer check the hold condition. When a hold is overridden, a note and reason can be assigned explaining why the hold was overridden. Passed: This indicates that the hold has passed. The CSR can manually set this status, or the system will set this status when the order or quote has been submitted, and the condition has passed. When this status is set, the system will still check the hold condition, and set to Requires Action if the condition fails. Note: A manager with the correct set of permissions can override the hold by placing the hold in Override Hold status and resubmitting the order or quote.
Status Date	Indicates the date the Hold status last changed.
Failed Value	This is the value that is causing the Hold Reason.
Pass Value	This is the value that is required to remove the hold.

Managing Holds

Page Used to Manage Holds

Understanding Holds

Order - Holds Page or Quote - Holds Page

Hold Summary tab

Hold Details tab