Hold Code Record View: Inventory
- Kati Huttunen (Unlicensed)
- Emma Greenwood
- Tom Williams
- Tatum Garino (Unlicensed)
Hold Codes are used to prevent a process from being performed or a transaction from being posted.
Hold Codes in Inventory are used to restrict lots from being allocated on transactions for all users except those that have override authority. 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 |
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| Delete |
WARNING: Records cannot be recovered once they are deleted! |
| Help |
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| New |
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| Save |
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Header Fields
Field Names | Description |
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| 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. The Transaction Type for Inventory type Hold Codes defaults to Master and it is not editable. Linked Database Field: ERPx_MFHoldCode.TransactionTypeSK |
Page Details
Grid Toolbar
| Toolbar Icons | Description |
|---|---|
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Include Users | This button displays the following options: “Include Filtered” and “Include Selected”. This allows users to be assigned with Override rights to the Hold. |
| Remove Users | This button displays the following options: “Remove Filtered” and “Remove Selected”. This allows users to be unassigned with Override rights to the Hold. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Can Override | A non-editable text box that displays as either blank or "Allowed". If blank, the user does not have rights to override the Hold and allocate Lots with this Hold code assigned. If "Allowed" then the user(s) will be able to allocate Lots with this Hold code assigned. This is only editable by selecting a record(s) can selecting an option under the 'Include Users' or 'Remove Users' icon. Database Fields: ERPx_MFHoldCode.HoldCodeSK, ERPx_MFHoldCode.HoldCodeOverrideUser.UserSK |
| First Name | A non-editable text box that displays the First Name of the NorthScope user. Database Fields: ERPx_MFHoldCode.HoldCodeSK, ERPx_MFHoldCode.HoldCodeOverrideUser.UserSK, ERPx_MFUser.FirstName |
| Last Name | A non-editable text box that displays the Last Name of the NorthScope user. Database Fields: ERPx_MFHoldCode.HoldCodeSK, ERPx_MFHoldCode.HoldCodeOverrideUser.UserSK, ERPx_MFUser.LastName |