Batch On Hold Maintenance

Exploring

This program lets you place stock codes on hold for various different reasons.

Things you can do in this program include:

  • Put stock codes on full hold (no transactions can be processed against the stock codes)
  • Put stock codes on partial hold (transactions can still be processed against the stock codes)
  • Release stock codes from a full or partial hold

  • This program is accessed from the Program List pane of the SYSPRO menu:

    Program List > Inventory > Transaction Processing

A stock code is a number that uniquely identifies an inventory item that is bought or manufactured and which is typically stored in one or more warehouses.

All activity relating to the forecasting, purchasing, manufacturing, stocking and selling of a stocked item is tracked by means of the stock code.

A stock code can be linked to one or more lot numbers if the item is defined as lot traceable. If there is a warranty, the stock code can be defined as serialized and linked to one or more serial numbers.

If the Bill of Materials module is installed, stocked items may be linked in a parent/component relationship for use in Work In Progress and Sales Orders (Kit sales).

You can use the stock code as a selection criterion when generating reports.

You maintain stock codes using the Stock Code Maintenance program.

Starting

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

  • Stock codes that were put on hold via the product recall functionality will not appear in this program.
  • Stock codes that were put on hold via a product recall, can only be released using the product recall.

  • If a stock code that has been put on hold using the Batch On Hold Maintenance program, is subsequently included in a product recall, it will be marked as part of a recall and has to be released using the product recall functionality.

Solving

Stock codes that were put on hold via the product recall functionality will not appear in this program.

This may be due to the stock code being included in a product recall:

  • Stock codes that were put on hold via a product recall, can only be released using the product recall functionality.
  • If a stock code that has been put on hold using the Batch On Hold Maintenance program, is subsequently included in a product recall, it will be marked as part of a recall and has to be released using the product recall functionality.
  1. Open the Batch On Hold Maintenance program (Program List > Inventory > Transaction Processing).

  2. Indicate the review criteria required from the Criteria pane.

  3. Select Start Review.
  4. From the Stock code list pane, select the stock code you want to place on hold
  5. At the Reason code field, enter a reason for placing the stock code on hold.

  6. Indicate the type of hold you want to apply to the item:

    Put on Full Hold applies a complete hold on the stock code (i.e. no transactions can be processed against the item).

    Put on Partial Hold allows transactions to be processed against the item.

  1. Open the Batch On Hold Maintenance program (Program List > Inventory > Transaction Processing).

  2. Indicate the review criteria from the Criteria pane.

    Ensure that you select Full hold, or Partial hold at the On hold selection.

  3. Select Start Review.
  4. From the Stock code list pane, select the stock code for which you want to remove the on hold status.
  5. Select Release on Hold.

Using

  • Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a list view or form to view a complete list of functions available.

Referencing

Field Description

Start Review

Select this to accept your Review Criteria selections and display the data accordingly.

This option is enabled when you initially access the program but, thereafter, is only re-enabled when you select the Change Criteria option.

Change Criteria

Select this to change the previously selected review criteria.

This function is only enabled after you select the Start Review function.
Field Description

On hold

 

On hold level selection

Select the level to which the on hold status applies, which can be:

  • Stock code,
  • Warehouse,
  • Bin,
  • Lot, or
  • Serial.

On hold selection

To remove the on hold status on stock codes, select the type of hold on which the stock code was placed, either Full hold or Partial hold.

For stock codes that you want to put on hold (i.e. that are currently not on hold), select Not on hold.

Stock code

 

Stock code selection

Select the stock codes for which you want to change the on hold status.

Warehouse

 

Warehouse selection

Select the warehouse where the stock items you want to place on hold or from which you want to remove the on hold status, are located.

Bin

 
Bin selection Select the bins of stock items you want to place on hold or from which you want to remove the on hold status.
Lot  
Lot selection Select the lots for the stock items you want to place on hold or from which you want to remove the on hold status.
Additional lots  
Additional lot selection

Select the stock item lots you want to place on hold or from which you want to remove the on hold status, by using the additional lot names.
Serial  
Serial selection Select the serials for the stock items you want to place on hold or from which you want to remove the on hold status.
Default options  
Reason code Select the reason for which the stock code was placed on hold.
Reason on hold Enter the reason why the stock code was placed on hold.