Creating a hold type

You can create a hold type.

1. From the tree in the application rules side panel, choose Document Specific (Shipping) > Sales Order > Hold Types. The Hold Types window displays in the work area.
2. Click the Create New icon. The Hold Type pop-up window displays.
3. In Hold Type, enter the type of the hold.
4. In Hold Type Description, enter the description of the hold.
5. Enter information in the applicable fields. See Table 1 , Table 2 , and Table 3 for field value descriptions.
6. Click the Save icon.

   Table 1. Hold type pop-up window, hold creation tab.

   Hold creation tab field value descriptions

   Field	Description
   Hold Created Automatically
   On Shipment Creation	Check this box to apply this hold type to all shipments upon shipment creation.
   On Resolution Of The Hold Type	Check this box to apply this hold type upon resolution of another hold type. From the drop-down list, select the hold type that, upon resolution, triggers this hold type. Note: Sterling Order Management System Software does not check whether or not you are defining a circular hold type definition. For example, if you define hold type B as being applied upon resolution of hold type A, and hold type A as being applied upon resolution of hold type B, you could create an infinite loop that Sterling Order Management System Software does not warn you against.
   When The Following Modifications Are Performed	Check this box for modification types that automatically apply this hold type to a shipment. Click the Details icon to modify the list. In the Modification Type List pop-up window: Use the right arrow to move the available modification types that you wish to associate with this hold type to the subscribed list. Use the left arrow to unsubscribe the modification types that you wish to disassociate with this hold type and move them back into the available list.
   For All Shipments	Choose this option if the above conditions need to be applied to all shipments. Note: You can select this option only after the created hold has been saved.
   Only For Shipments Satisfying The Following Condition	Choose this option if the above conditions need to be applied to shipments satisfying a certain condition. Click the Details icon to build or modify the condition that is evaluated. To extend the available attributes for this condition, use the Condition Builder. Note: You can select this option only after the created hold has been saved.
   Hold Created Manually
   By Any User	Choose this option if any user group can apply this hold to a shipment.
   By Users Who Belong To The Following Groups	Choose this option if only users belonging to certain user groups may apply this hold to a shipment. Click the Details icon to modify the list. In the subsequent pop-up window: Use the right arrow to move the available user groups that you wish to associate with this hold type to the subscribed list. Use the left arrow to unsubscribe the user groups that you wish to disassociate with this hold type and move them back into the available list.

   Table 2. Hold type pop-up window, hold resolution tab.

   Hold resolution tab field value descriptions

   Field	Description
   Hold Resolved Automatically
   The Following Time Triggered Transaction Will Process Created Holds	From the drop-down list, select the time-triggered transaction that processes the created holds.
   The Following Time Triggered Transaction Will Process Rejected Holds	From the drop-down list, select the time-triggered transaction that processes the rejected holds.
   Hold Resolved Manually
   Any User Can Process This Hold	Choose this option if any user group can process this hold.
   Users Belonging To The Following User Groups Can Process This Hold	Choose this option if only users belonging to certain user groups can process this hold. Click the Details icon to modify the list. In the subsequent pop-up window: Use the right arrow to move the available user groups that you wish to associate with this hold type to the subscribed list. Use the left arrow to unsubscribe the user groups that you wish to disassociate with this hold type and move them back into the available list.

   Table 3. Hold type pop-up window, hold effects tab.

   Hold effects tab field value descriptions

   Field	Description
   The Following Transactions Will Be Stopped From Processing Shipments On This Hold	Transactions that are disallowed when this hold type is applied to a shipment. Click the Details icon to modify the list. In the subsequent pop-up window: Use the right arrow to move the available modification types that you wish to associate with this hold type to the subscribed list. Use the left arrow to unsubscribe the modification types that you wish to disassociate with this hold type and move them back into the available list.
   The Following Modifications Are Not Allowed For Shipments On This Hold	Modification types that are disallowed when this hold type is applied to a shipment. Click the Details icon to modify the list. In the subsequent pop-up window: Use the right arrow to move the available transactions that you wish to associate with this hold type to the subscribed list. Use the left arrow to unsubscribe transactions that you wish to disassociate with this hold type and move them back into the available list.