Creating an order line level hold type

You can create an order line level 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 in the Order Line Hold Types panel. The Hold Type pop-up window displays.
3. In the Hold Type field, enter the type of the hold.
4. In the Hold Type Description field, enter the description of the hold type.
5. Enter the information in the applicable fields. For field value descriptions, see Table 1, Table 2 and Table 3.
6. Click the Save icon.

   Table 1. Hold type screen, hold creation tab.

   Hold creation tab field value descriptions

   Field	Description
   Hold Created Automatically
   On Draft Order Creation With Lines Or Adding Lines To Draft Order	Check this option to apply this hold type to all lines on an order upon entering Draft Order Created status or when a line is added to an order that is already in Draft Order Created status.
   On Draft Order Confirmation	Check this option to apply this hold type to a line upon confirmation of a draft order.
   On Order Creation Or Adding Lines To An Order	Check this option to apply this hold type to a line upon creation or addition to an order.
   On Resolution Of The Hold Type	Check this option to apply this hold type during the 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 during the resolution of hold type A, and hold type A as being applied during the 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	Modification types that automatically apply this hold type to an order. 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.
   For All Order Lines	Select this radio button if the above conditions should be checked for all order lines. Note: You can only select this option after the created hold has been saved.
   Only For Order Lines Satisfying The Following Condition	Select this radio button if the above conditions should only be checked for order lines 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 only select this option after the created hold has been saved.
   Hold Created Manually
   By Any User	Select this radio button if all user groups can apply this hold to an order.
   By Users Who Belong To The Following Groups	Select this radio button if only users belonging to certain user groups may apply this hold to an order. 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 screen, 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 will process the created holds.
   The Following Time-Triggered Transaction Will Process Rejected Holds	From the drop-down list, select the time-triggered transaction that will process the rejected holds.
   Can Resolve On Cancel	Select this radio button to automatically remove a hold when an order is cancelled.
   Hold Resolved Manually
   Any User Can Process This Hold	Select this radio button if all user groups can process this hold.
   Users Belonging To The Following Groups Can Process This Hold	Select this radio button 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 screen, hold effects tab.

   Hold effects tab field value descriptions

   Fields	Description
   The Following Transactions Will Be Stopped From Processing Orders On This Hold	Transactions that are disallowed when this hold type is applied to an order. 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 the transactions that you wish to disassociate with this hold type and move them back into the available list. The third column is used to select the effect level of the hold. This determines at whether the transaction is held at the order or order line level.
   The Following Modifications Are Not Allowed For Orders On This Hold	Modification types that are disallowed when this hold type is applied to an order. 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 modification types that you wish to disassociate with this hold type and move them back into the available list.