As each line is entered on sales order the system audits the line for the following. If there are any line item holds when the order is saved the order header is updated to reflect this. When an order is put on hold due to a line item specific hold the hold character from the line item also appears in the order header hold string to allow for easy identification. The system generated line item holds are:
|
Code |
Description |
|
G |
Group Hold: If the group status is set to "H" all items in that group line will be held. |
|
I |
Inventory Item Hold: If the inventory item STATUS is set to "H" the system will hold all order line items for that item. |
|
K |
Class Hold: Items that have a class code that is listed in the F248: SOCLSHLD parameter will be placed on hold |
|
L |
Product Line Hold: If the product line status is set to "H" all items in that product line will be held. |
|
M |
Margin Hold: This hold flag is placed when the gross margin on the line item is below the margin that is defined in the inventory master record. |
|
P |
Price: As each line item is entered, during order entry, the system calculates a "target price" which is displayed for the operators’ acceptance. The target price is based on a whole series of parameters that are described in the "Target Price" documentation. As the operator saves the line item the system checks if the price was changed from the target price calculated by the system. If so the system prompts the operator to select a "price change reason" to justify the change from the target price |
If the target price was changed, the system then audits the price against the HOLD and REFUSE levels. Based on the system parameters SOHLDLVL & SORFSLVL the system will place a line on price hold if the item is priced below the HOLD level. The system will refuse entry of the line if the item is priced under the REFUSE level.
The valid contents for the HOLD and REFUSE parameters follow. It is the users’ responsibility to be sure that the REFUSE parameter is stricter than the HOLD parameter, otherwise unexpected results may occur.
Hold and Refuse Parameter Value
N - Do not audit prices at all (system default)
F - Fixed pricing, no price changes allowed. This blocks theprice field during order entry.
R - Hold/refuse when entered price lower than Retail
1 - " " " " Level 1
2 - " " " " Level 2
3 - " " " " Level 3
4 - " " " " Level 4
5 - " " " " Level 5
6 - " " " " Level 6
7 - " " " " Level 7
8 - " " " " Level 8
9 - " " " " Level 9
A - " " " " Level A
L - " " " " Last Cost
U -" " " " Avg Cost
S -" " " " Std Cost
X -" " " " Last w/ Fudge*
Y -" " " " Unit w/ Fudge*
Z -" " " " Std.w/ Fudge*
* See documentation on Fudge Factor parameters for more information.
The prices in the above table are either from the inventory record or those calculated (and displayed) in the "Item Locator" image (fudge factors).
Hold String (Header): The order header contains a field into which the audit procedure(s) move a one character code for each of the "holds" which have been placed on the order.
System generated header holds are:
A Account hold
B Terms Type Hold
C Credit hold
D Schedule Date Hold
E EDI Hold – optionally placed on all EDI and WEB orders
F Viaterms Hold
G Inventory Product Group Hold
H Loaner Order Hold
I Inventory Item Hold
J EDI duplicated orders.
K Inventory Class Hold
L Inventory Product Line Hold
M Margin Hold (for single order line).
O Order Margin Hold (based on all lines).
P Price Hold
R Rep Hold
S Shipvia Hold
T Terms Relaxation hold
U Minimum Order Value
V Maximum Order Value
W Warehouse Hold (reset picklist)
X Transferred Order Hold - for converted Sales Orders
Z RA Hold - on outbound replacement orders.
Hold String (Line): Each line item also contains a hold string that is loaded by the line item audit. If a character appears in one of the line item hold strings the character will also appear in the header hold string.