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Hold 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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| Hold | A hyperlink that shows the ID of the 'Hold' code. Clicking on the link opens the record view for the selected Hold code. This is required and must be unique by 'Transaction Type. 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
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| Transaction Type | 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 |
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Linked Database Field: ERPx_MFHoldCode.TransactionTypeSK where ModuleSK = 4 |
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