Stock Code On Hold Maintenance

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

Menu and Toolbar

Field Description
Save and Close

This saves the details you entered or changed and returns to the previous screen.

Maintain Hold Status

Field Description
Status  
Stock code  
Stock code description  
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 back order quantities of an item for any order type in the Sales Order Entry program. However, if a back order 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.

The Stock Code On Hold Maintenance can't be used to release a hold on a stock code, if the stock code forms part of a product recall quarantine.
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).