Value-added services: creating a hold type

You can create a hold type.

About this task

To create a hold type:

Procedure

  1. From the tree in the application rules side panel, choose VAS > VAS Process > Hold Types. The Hold Types window displays in the work area.
  2. Click the Create New icon. The Hold Type pop-up window displays. The type of this hold in the Hold Type field, and its description in the Description field. Enter the rest of the information in the applicable fields. Refer to Table 1, Table 2 and Table 3 for field value descriptions.
  3. Click the Save icon.
    Table 1. Hold type window, hold creation tab
    Field Description
    Hold Created Automatically
    On Work Order Creation Check this to apply this hold type to all work orders on work order creation.
    On Resolution Of Hold Type Check this to apply this hold type on resolution of another hold type. Select from the drop-down list 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 on resolution of hold type A, and hold type A as being applied on 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 a work 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 Work Orders Select this radio button if the above conditions should be checked for all work orders.
    Note: This option is only selectable once the created hold has been saved.
    Only For Work Orders Satisfying Following Condition Select this radio button if the above conditions should only be checked for work orders satisfying a certain condition. Click the Details icon to build or modify the condition for evaluation.

    The available attributes for this condition can be extended.

    Note: This option is only selectable once the created hold has been saved.
    Hold Created Manually
    By All Users Select this radio button if all user groups can apply this hold to a work order.
    By Users Who Belong To The Following User Groups Select this radio button if only users belonging to certain user groups may apply this hold to a work 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 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 will process created holds.
    The Following Time-Triggered Transaction Will Process Rejected Holds from the drop-down list, select the time-triggered transaction that will process rejected holds.
    Hold Resolved Manually
    By All Users Select this radio butting if all user groups may process this hold.
    By All Users Who Belong To The Following Groups Select this radio button if only users belonging to certain user groups may 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 window, hold effects tab
    Fields Description
    The Following Transactions Will Be Stopped From Processing Work Orders Transactions that are disallowed when this hold type is applied to a work 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.

    The Following Modifications Are Not Allowed For Work Orders On This Hold Modification types are disallowed when this hold type is applied to a work 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 transactions that you wish to disassociate with this hold type and move them back into the available list.