On Hold Functions

Task/Problem Overview

This KB will review the different kinds of holds that can be put on orders, shippers, invoices & bills in Savance Enterprise.

Manual Order Hold

Placing an order on a manual order hold will prevent it from allocating available material until the hold is removed.

• Select “OH” checkbox in order header and convert

  

• Note that the order is “On Hold” and no material has been allocated though it is available

  

• You can either unlock the order, uncheck the OH checkbox and save OR remove the hold from the accounting manager (Accounting Manager -> Accounts Receivable -> Orders on Hold)

  

• Once the hold is removed, material will be released and the order can proceed as needed

Credit Hold

If you add a soft hold credit limit for a customer in the financial tab of the account manager, and converting a new order puts that customer over the soft hold limit, the order will be placed on an order hold which will prevent material from being allocated. The credit manager will then need to review the hold and make the decision of whether or not to release for normal processing

• Soft Hold setting in financial tab of account manager

  

• Notification on order indicating order is on credit hold & associated lack of allocation

  

• Order in orders on hold queue in accounting manager -> AR -> Orders on hold

  

• To remove the order from credit hold, click release hold button

  

Shipper Hold

• You can place a shipper on hold which will prevent allocated material in any stage of the shipping process from moving to the next step

• If you place an unpicked shipper on a shipper hold then it cannot be picked, while a picked but not packed shipper put on hold then it cannot be packed etc.

• Find the shipper in the picking, packing, staging or loading queue, right click and “mark as shipper hold”

  

• Notice the shipper hold indicator in the queue

  

• Also notice that when opened, the shipper will clearly be marked as on hold and the ‘Post’ option will be disabled.

  

• You can remove the hold by clicking on the shipper hold button pictured above and releasing the hold or by finding the shipper in one of the queues pictured above and right-clicking and selecting “remove shipper hold”

  

Country of Origin Shipper Hold

• You can use the account settings shown below to automatically place shippers with items on them that don’t specify a country of origin.

• Accounts -> Manage Accounts -> Select Account -> Messages Tab

  

Bill on Hold

You can place a bill on hold which disallows AP from paying the bill

• Find the bill you are looking to place on hold in the enter bills screen

• Check the box next to the bill you are putting on hold AND check the ‘put bill on hold’ box at the bottom of the screen.

  

• Create Bill

  

• Now when you go to pay bills, you will see this bill but you will not be able to pay it. The bill will be shaded maroon, and the checkbox will be disabled

  

• To remove the hold, right-click and edit the bill, unchecking the on hold box

  

Invoice Hold

You can place an order on invoice hold which disallows a shipper from being Invoiced.

• To place the order you can check the checkbox on the order header. This will mark all resulting shippers as Invoice Hold as material is allocated, shipped and delivered. For example, if an order is marked as Invoice Hold and items are on backorder, as the backordered material is received and placed on a shipper the new shipper will be marked as Invoice Hold.

  

• We also have an individual shipper/invoice level hold whereby the user can mark a particular shipper as Invoice Hold without making the entire order Invoice Hold. This can be toggled on in both the invoicing queue and in the individual shipper/future invoice.

  

• You can also set the Invoice Status from the Shipping screen. Right-click on any order and select Mark as Shipper Invoice Hold.

  

• To remove the Invoice Hold status from the entire order you must first unlock the order. Then uncheck the IH checkbox from the order header tab.

  

• To remove the Invoice Hold status from an individual shipper you can click on the Invoice Hold button at the bottom of the shipper screen.

  

• You will then be asked “Are you sure you want to release the Invoice Hold status. Click Yes.

  

• Then click on Ok.

  

• To remove the Invoice Hold status from an individual shipper through the Shipping screen.

• Find the Order/Shipper that has the Invoice Hold status. Then right click and select Remove Shipper Invoice Hold.