Hold Code Record View: Sales
- Tatum Garino (Unlicensed)
- Emma Greenwood
- Tom Williams
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
Page Header
Header Toolbar
Toolbar Icons | Description |
|---|---|
| Delete |
WARNING: Records cannot be recovered once they are deleted! |
| 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. 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:
Transaction Types are used to differentiate unique types transactions within the system. Transactions with the same Transaction Type share the same record view pages and business rules. Transaction Types can be further classified using Transaction Classes. Every transaction in the system is assigned a Transaction Type. Database Field: ERPx_MFHoldCode.TransactionTypeSK |
Page Details
| Column | Description |
|---|---|
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| 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. |