Load document: creating a hold type
You can create a hold type.
About this task
To create a hold type:
Procedure
- From the tree in the application rules side panel, choose Document Specific (Load) > Load > Hold Types. The Hold Types window displays in the work area.
- Click the Create New icon. The Hold Type pop-up window displays.
- In Hold Type, enter the hold type.
- In Hold Type Description, enter the description of the hold.
- Enter information in the applicable fields. See Table 1, Table 2, and Table 3 for field value descriptions.
- Click the Save icon.
Table 1. Hold type pop-up window, hold creation tab Field Description Hold Created Automatically On Load Creation Check this box to apply this hold type to all loads after creating the load. On Resolution Of The Hold Type Check this box to apply a hold type upon resolution of another hold type. From the drop-down list, select 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 to automatically apply a hold type to a load for certain modification types. Click the Change Modification Type List icon to modify the list. In the Modification Type List pop-up window:
- Use the right arrow to move the available modification types you want to associate with the hold type to the subscribed list.
- Use the left arrow to unsubscribe the modification types you want to disassociate with the hold type and move them back under the available list.
For All Loads Choose this option if you want to apply the above conditions to all loads. Note: You can choose this button only after saving the hold that you created.Only For Loads Satisfying The Following Condition Choose this option if you want to apply the above conditions to loads satisfying a certain condition. Click the Add/Modify Condition icon to build or modify a condition that is evaluated.
To extend the available attributes for a condition, use the Condition Builder.
Note: You can choose this button after saving the hold type that you created.Hold Created Manually By Any User Choose this option if any user group can apply the hold to a load. By Users Who Belong To The Following Groups Choose this option if only users belonging to certain user groups can apply the hold to a load. Click Change User List icon to modify the list. In the subsequent pop-up window:
- Use the right arrow to move the available user groups that you want to associate with a hold type to the subscribed list.
- Use the left arrow to unsubscribe user groups that you want to disassociate with a hold type and move them back under the available list.
Table 2. Hold type pop-up window, hold resolution tab 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 created holds. The Following Time Triggered Transaction Will Process Rejected Holds From the drop-down list, select the time-triggered transaction that processes rejected holds. Hold Resolved Manually Any User Can Process This Hold Choose this option if any user group can process the 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 Change User List icon to modify the list. In the subsequent pop-up window:
- Use the right arrow to move the available user groups that you want to associate with a hold type to the subscribed list.
- Use the left arrow to unsubscribe the user groups that you want to disassociate with a hold type and move them back under the available list.
Table 3. Hold type pop-up window, hold effects tab Field Description The Following Transactions Will Be Stopped From Processing Loads On This Hold Transactions that are disallowed when a hold type is applied to a load. Click the Change Transaction List icon to modify the list. In the subsequent pop-up window:
- Use the right arrow to move the available modification types that you want to associate with a hold type to the subscribed list.
- Use the left arrow to unsubscribe the modification types that you want to disassociate with a hold type and move them back under the available list.
The Following Modifications Are Not Allowed For Loads On This Hold Modification types that are disallowed when a hold type is applied to a load. Click the Change Modification Type List icon to modify the list. In the subsequent pop-up window:
- Use the right arrow to move the available transactions that you want to associate with a hold type to the subscribed list.
- Use the left arrow to unsubscribe transactions that you want to disassociate with a hold type and move them back under the available list.