Hold Processing - Sales Order Entry and Editing

The StreamV Sales Order Entry and other programs perform detailed auditing of sales order information during the order entry process, and at various other times during the life of a sales order.  Each time a sales order is created or edited, the system performs multiple checks on the order.  The system also audits a sales order each time additional inventory is allocated to the order after it has been saved the first time. 

The purpose of these audits is to insure that sales orders are processed in accordance with the corporations’ credit, terms and pricing guidelines.  Orders that fail the audit are identified and held for approval before they are released for shipment.  Only orders that pass the audit, or which have been released from hold are automatically available for picking.

Each sales order is audited for numerous conditions, some of which are related to the order as a whole (header related) while others are related to each line item on the order.  A "hold code" is assigned to each of the conditions that an order may be held for.  These hold codes are one character codes.  Normally alphabetic characters are used for the holds that are manually released by authorized operators, and numeric codes are used for holds that are released automatically by processes running on the system (such as automatic credit card clearing). 

If an order is on hold for any reason the order will not be allowed to ship. This is true even if only one line item on the order is on hold.  In some situations it is possible to partially ship an order by “splitting” the order so that the items not on hold can be shipped, but if a header hold is present on the order, it must be released before any portion of the order can be completed.


Hold Processing - Manually Adding Holds during Order Entry