Hold Codes in Sales identify the reason that transaction cannot be posted. They are used to prevent unposted tickets from being 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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| 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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