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.
Software Version: 2022.01.31 and newer
| Table of Contents | ||
|---|---|---|
|
...
Toolbar Icons | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Delete |
| ||||||||
| Help | |||||||||
| New | |||||||||
| Save |
Header Fields
Field Names | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Hold Code | A text box that displays the name of the Hold Code. This defaults to blank, is required and must be unique by Transaction Type. If not assigned, the message "Blank Hold Codes are not allowed." will be displayed on Save. If not unique, the message "Duplicate Hold Codes are not allowed." will be displayed on Save. 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 | A single select lookup to assign the Transaction Type the Hold code is associated with. This is required and always editable to either:
Linked Database Field: ERPx_MFHoldCode.TransactionTypeSK |
Page Details
| Column | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Checkbox |
| ||||||||
| 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 | A Yes/No lookup. If "Yes", the value in the 'Control' is disabled. If "No", the value in the 'Control' is enabled even if the Hold code is applied. This is always editable. | ||||||||
| Region | Displays where the Control is located on the record. For Sales Hold codes, the Region is Header or Header or Toolbar. The field is for informational use only and is never editable. |
...