Inventory > Browses > Browse on Stock Codes > Maintain Hold Status

Maintain Hold Status

You use this program to maintain the hold status of a stock item.

Maintain Hold Status

Field Description
Status  
Hold status Placing a stock code on hold enables you to limit which transactions can be processed against it (i.e. prevent it from being bought, sold, or manufactured).
Partial hold

You typically place an item on partial hold if you are in the process of discontinuing the item, but you want to be able to sell or otherwise dispose of the quantity you currently have in stock.

  • Allows any transaction type to be processed against the item using the Inventory Movements program.

  • Allows the receipt of an item using the Purchase Order Receipts program (if you use the Receive Quantity option but not the Receipt All option).

  • Prevents new backorder quantities of an item for any order type in the Sales Order Entry program. However, if a backorder quantity existed before the item was placed on partial hold, then you can ship the entire quantity if you have stock available.

  • Prevents the placement of new purchase orders for the item. If the item exists on an existing purchase order before it was placed on partial hold, then you will be unable to change the quantity for the item on that purchase order.

  • Prevents the placement of new purchase order requisition for the item.
Full hold

Prevents transactions from being processed against the item, with the following exceptions:

  • The Stock Take Confirmation program ignores the hold status of a stock item. Stock items on full hold can, however, be excluded from a stock take (see Stock Take Selection).

  • An item that is in Ship on a sales order (at the time of putting the item on hold) can still be invoiced.

  • Items are included in the Requirements Calculation and in the pegging information, but you cannot raise purchase orders or create jobs.

  • Forecasts can still be entered for the item, using the Forecast Maintenance program.

  • Build schedules can still be created for the item using the Build Schedule Maintenance program.
Release hold Releases a hold that has been placed on a stock item.
Reason code

Enter a code to describe the reason for the hold. If entered, the code must exist (SO Reason Codes).
Reason code description Indicates the description defined against the selected reason code.

Notes and warnings

Program access

  • This program can be accessed from the Edit menu of the Browse on Stock Codes program.

eSignature considerations

Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.

Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.

eSignature Transaction Description
Inv Stock code changed

Controls access to the Change function in the following programs:

  • Browse on Stock Codes

  • Stock Code On Hold Maintenance

  • Stock Codes

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators program.

Activity Description
Inv Release stock on partial hold Controls whether an operator can issue or release stock items that are on a partial hold Stock Code On Hold Maintenance.
Inv Stock code on hold Controls whether an operator can change the hold status of a stock item within the Stock Code On Hold Maintenance program.

Hints and tips

Record amendments

  • You can generate a report of changes in a stock item's hold status if you enable the Amendment journals required setup option (Inventory Setup).

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.