Orders On Hold Report

The Orders On Hold Report provides details about orders, which are currently on hold with open and rejected hold status. This report helps you to analyze the hold types that are applied most frequently on orders.

This report is categorized as follows:
  • Hold Summary panel - a pie chart is displayed with the Hold Type Distribution that is based on the number of orders that are associated with the hold, with open and rejected hold status. When you move the mouse pointer over a hold type in the Hold Type Distribution in the pie chart, a hover help is displayed indicating the exact number of orders on hold.
  • Hold Details panel - a list report is displayed with the details like Hold Type, Sales Order Number, Hold Creation Date, Channel, and Hold Duration.
  • Hold Type prompt panel - a list of the supported hold types are displayed.

    Initially, the Orders On Hold Report is generated for all the hold types. To generate Orders On Hold Report for a selected set of hold types, perform the following steps:

    • Select the check box associated with the hold type in the Hold Type prompt panel.
      Tip: To select all the hold types, click Select all. To clear all the hold types, click Deselect all.
    • Click Generate Report.

Drill-down on the Orders On Hold Report

You can drill down on the Orders On Hold Report, from the Hold Summary panel or from the Hold Details panel.

To drill down from the Hold Summary panel, perform the following steps:
  • Click a hold type in the Hold Type Distribution in the pie chart, in the Hold Summary panel. The drill-down report is displayed in Hold Summary panel and the Hold Details panel.
    Tip: Alternatively, you can right-click on a hold type in the Hold Type Distribution in the pie chart, in the Hold Summary panel and select Drill Down.
To drill down from the Hold Details panel, perform the following steps:
  • In the Hold Details panel, click a link in the Hold Type column. The drill-down report is displayed in Hold Details panel and Hold Summary panel.
    Tip: Alternatively, you can right-click on a link in the Hold Type column and select Drill Down.

Drill-up on the Orders On Hold Report

You can drill up on the Orders On Hold Report, from the Hold Summary panel or from the Hold Details panel.

To drill up from the Hold Summary panel, perform the following steps:
  • Right-click on a hold type in the Hold Type Distribution in the pie chart, in the Hold Summary panel and select Drill Up. The drill up report is displayed in Hold Summary panel and Hold Details panel.
To drill up from the Hold Details panel, perform the following steps:
  • Right-click on a value in the Hold Type column, in the Hold Details panel and select Drill Up. The drill up report is displayed in the Hold Details panel and the Hold Summary panel.