Hold Processing Overview

The StreamV System will automatically place holds on sales orders and loaner orders when required.  The holds that are placed on each order depend on the different hold options that you decide to implement, and the customer, item, pricing and other information that is used for each sales order or loaner order.

When a sales order is placed on hold, the system updates the order header and line item records with the appropriate hold codes, and it also creates individual “hold” records.  The hold information in the order header and line items allow users to view all of the various holds that are currently applied to the order.  The individual hold records allow different operators or departments (such as sales, credit, and the shipping or traffic departments) to review and release only the holds that they are responsible for.  Hold records are created with a status of open, and can be closed or released individually or all at once (depending on the operators release rights).

When an order is on hold, the system will not allow a picklist for the  order to be printed by the warehouse (if the order is a warehouse shipment), or a purchase order to be placed for the sales order (if the order is a vendor shipment).  All holds for an order must be released before the order can be completed or invoiced to the customer.


Hold Processing - Sales Order Entry and Editing

Hold Processing - Manually Adding Holds during Order Entry

Hold Processing - Hold Creation

Hold Processing - Hold Assignment

Hold Processing - Viewing Open Holds

Hold Processing - Viewing Hold History

Hold Processing - Release Rights

Hold Processing - Releasing Order Holds

Hold Processing - Picking and Order Completion

Hold Processing - Shipping and Warehouse Holds

Hold Processing - Purchase Order Requisitions, Vendor Shipments