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Insert excerptDef - Hold CodeDef - Hold CodenopaneltrueHold Codes in Sales identify the reason that transaction cannot be postedHold Codes in Sales are used to control whether the Status, Workflow, and the Print controls are editable for Quotes, Orders, Price Adjustments or Returns. The purpose of this page is to add, edit, remove, and activate/inactive these records. 

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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
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Delete
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Delete - LV 3.0
Delete - LV 3.0
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Edit
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Edit - LV 3.0
Edit - LV 3.0
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Excel
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Excel -
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Excel -
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Grid Layout
Group By Show/Hide - Global
Grid Layout
Group By Show/Hide - Global
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Help - Global 3.0
Help - Global 3.0
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New - Global 3.0
New - Global 3.0
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Quick Column Filter
Quick Column Filter
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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
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FieldsDescription
CheckboxUsed to select one or more records for delete or mass update.
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Checkbox
Checkbox
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Hold

A hyperlink that shows the value ID of the 'Hold Code' property on the recordcode. Clicking on the link opens the record view for the selected Hold codeThis defaults to blank for new records and is required. If not assigned, the message "Blank Hold Codes are not allowed." will be displayed on Save. This value This is required and must be unique by 'Transaction Type. If not unique, the message "Duplicate Hold Codes are not allowed." will be displayed on Save. This field This is always editable from the record view.

The 'Hold' ID is used as a short description and unique identifier of the Hold Code.

Linked Database Field: ERPx_MFHoldCode.HoldCode where ModuleSK = 4

Transaction TypeThis value is informational only. This defaults to "Order" and cannot be edited.

Identifies the Transaction Type the Hold code is applicable for. This is required and always editable from the record view. This can be set to either:

  • Order
  • Price Adjustment
  • Quote
  • Return

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Def - Transaction Types
Def - Transaction Types
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Linked Database Field: ERPx_MFHoldCode.TransactionTypeSK where ModuleSK = 4

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