Hold Codes are used to prevent a process from being performed or a transaction from being posted.
Hold Codes in Sales identify the reason that transaction cannot be posted. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2020.03.20 and newer
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| Toolbar Icons | Description |
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| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Opens the selected record for editing. If a record is not selected, the page will not open. |
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Opens a new blank record for data entry. |
| Fields | Description |
| Checkbox | Used to select one or more records for delete or mass update. |
| Hold | A hyperlink that shows the value of the 'Hold Code' property on the record. Clicking on the link opens the record view for the selected Hold. This 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 must be unique by 'Transaction Type. 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. 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 Type | This value is informational only. This defaults to "Order" and cannot be edited. Linked Database Field: ERPx_MFHoldCode.TransactionTypeSK where ModuleSK = 4 |
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