Description: The NorthScope Hold Codes master file allows the user to add and edit Hold Codes that can be assigned to Inventory lots, Commodity Procurement and Sales Order transactions. Commodity Procurement, Inventory and Sales Order modules have their own Hold Code master files where Hold Codes can be configured.
Hold Codes in Inventory are used to restrict lots from being allocated on transactions for all users except those that have override authority. The purpose of this page is to add, edit, remove, and activate/inactive these records.Insert excerpt Def - Hold Code Def - Hold Code nopanel true
Software Version: 2022.01.31 and newer
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Page Header
Header Toolbar
Toolbar Icons | Description | ||||||||
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| Delete |
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| Grid LayoutHelp | Toolbar Icon - Grid Toolbar Icon - Grid | | |||||||
| New | RV Header RV Header | ||||||||
| Save |
Header Fields
Field Names | Description |
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| Hold Code | Displays A text box that displays the name of the Hold Code that has been labeled by the user. This field is a text field with a limit of 20 characters defaults to blank, is required and must be unique . This field is always editable and is required to save. This defaults to blank for new records and is requiredby Transaction Type. If not assigned, the message "Blank Hold Codes are not allowed." will be displayed on Save. This value must be unique by 'Transaction Type. If not unique, the message "Duplicate Hold Codes are not allowed." will be displayed on Save. This This field is always editable from the record view. This is always editable and must be <= 20 characters. The 'Hold' ID is used as a short description and unique identifier of the Hold Code. Linked Database Field: ERPx_MFHoldCode.HoldCode |
| Transaction Type | Displays a drop-down menu to select A single select lookup to assign the Transaction Type the Hold code is associated with. The Transaction Type for Inventory type Hold Codes defaults to Master and it is not editable . The Transaction Type for Commodity Procurement type Hold Codes defaults to Commodity Procurement and it is not editable. The Transaction Type for Sales Order type Hold Codes can be selected from the following options: Order, Price Adjustment and Return. |
Grid Columns
| Column Headers | Description |
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| Region | Displays where the Control is located on the record. On Commodity Procurement Hold Code records, the Region is Header. On Sales Order type Hold Code records the Region is either Header or Toolbar. The field is for informational use only and is never editable. |
| Control | Displays the field/toolbar icon that can be enabled/disabled when the hold code is applied. On Commodity Procurement Hold Code records, the control defaults to Status. On Sales Order Hold Code records, the controls are Status, Workflow and Print. The field is for informational use only and is never editable. |
| Disabled | Displays a drop-down menu containing the values Yes and No to set the Controls for the Hold Code. If the Disabled property is set to Yes, then the Control is disabled on the transaction record, when the Hold Code is applied. When the Disabled property is set to No, then the Control is enabled on the transaction record when the Hold Code is applied. This field is always editable. . Linked Database Field: ERPx_MFHoldCode.TransactionTypeSK |
Page Details
Grid Toolbar
| Toolbar Icons | Description | ||||||||
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| Excel | |||||||||
| Include Users | This button displays the following options: “Include Filtered” and “Include Selected”. This allows users to be assigned with Override rights to the Hold. | ||||||||
| Remove Users | This button displays the following options: “Remove Filtered” and “Remove Selected”. This allows users to be unassigned with Override rights to the Hold. | ||||||||
| Quick Column Filter | |||||||||
| Fields | Description | ||||||||
| Checkbox |
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| Can Override | A non-editable text box that displays as either blank or "Allowed". If blank, the user does not have rights to override the Hold and allocate Lots with this Hold code assigned. If "Allowed" then the user(s) will be able to allocate Lots with this Hold code assigned. This is only editable by selecting a record(s) can selecting an option under the 'Include Users' or 'Remove Users' icon. Database Fields: ERPx_MFHoldCode.HoldCodeSK, ERPx_MFHoldCode.HoldCodeOverrideUser.UserSK | ||||||||
| First Name | A non-editable text box that displays the First Name of the NorthScope user. Database Fields: ERPx_MFHoldCode.HoldCodeSK, ERPx_MFHoldCode.HoldCodeOverrideUser.UserSK, ERPx_MFUser.FirstName | ||||||||
| Last Name | A non-editable text box that displays the Last Name of the NorthScope user. Database Fields: ERPx_MFHoldCode.HoldCodeSK, ERPx_MFHoldCode.HoldCodeOverrideUser.UserSK, ERPx_MFUser.LastName |
Related Topics
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