Held sales order or Held service order or Held sales quotation information, Reasons (DMR12301)

There are three different titles available for this panel. The title that is displayed depends on from where you accessed the panel.

All available held reason codes are displayed on this panel.

Options

Function keys

Customer

Displays your customer’s name and number.

Order value/Quote value

Displays the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines/quotation lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, this field will display the last 10 digits of the amount.

Order type

Displays the order type.

Cr stop code

Displays a code, from Work with credit stop codes, if:

• Your customer has exceeded their credit limit, as defined for the assigned credit profile, or
• Your customer is set up with a credit stop code. In this case, when a credit check is performed in the sales order entry/sales quotation entry routine and when a pick list is printed, the Credit stop code handling applies.

Order number/Quote number

Displays the order number/quotation number and any version for the quotation.

Handler

Identifies the employee responsible for the order/quotation.

Balance

Indicates your customer’s total sales order balance (in system currency).

Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

+ A/R – A/P balance + Invoiced not transf + Open orders –  Received payments = Total balance

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Reason

The reason codes and description. All codes are defined in the Order held reason code table.

The order/quotation can be held due to any of the following reasons:

Det

Indicates if the record has detailed order/quotation line information that may be accessed by clicking on the Details option.

Category

The text associated to the category code.

Permitted values:

Hold date

The date the order/quotation was held.

Release date

The date the order/quotation was released.

Held sales order or Held service order or Held sales quotation information, Reasons (DMR12304)

This panel provides more information as to why the order/quotation was held.

Customer

Displays your customer’s name and number.

Order value/Quote value

Displays the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines/quotation lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, this field will display the last 10 digits of the amount.

Order type

Displays the order type.

Cr stop code

Displays a code, from Work with credit stop codes, if:

• Your customer has exceeded their credit limit, as defined for the assigned credit profile, or
• Your customer is set up with a credit stop code. In this case, when a credit check is performed in the sales order entry/sales quotation entry routine and when a pick list is printed, the Credit stop code handling applies.

Order number/Quote number

Displays the order number/quotation number and any version for the quotation.

Handler

Identifies the employee responsible for the order/quotation.

Balance

Indicates your customer’s total sales order balance (in system currency).

Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

+ A/R – A/P balance + Invoiced not transf + Open orders –  Received payments = Total balance

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Reason code

The code and description indicating why the order/quotation was held.

The order/quotation can be held due to any of the following reasons:

Release handler

Identifies the employee responsible for releasing the order/quotation.

Release grace days

Debtor

The Business partner that was defined as the Debtor on the order/quotation.

Held by

For manually held orders/quotations: Identifies the employee that held the order/quotation.

For orders/quotations that were automatically held by the system: Indicates the *SYSTEM code.

Released by

For manually released orders/quotations: Identifies the employee that released the order/quotation.

For orders/quotations that were automatically released by the system: Indicates the *SYSTEM code.

Held date/time

The date and time that the order/quotation was held.

Release date/time

The date and time that the order/quotation was released.

Status when last checked

The fields below indicate your customer’s status at the time the order/quotation was last reviewed. If you are entering a new hold reason then a value will not be displayed in these fields. Note that the Total balance and Open through date fields are not applicable for quotations.

Debtor

The Business partner that was defined as the Debtor on the order/quotation.

A/R – A/P balance

The customer’s A/R balance (minus the A/P Balance). Note: If the Debtor of the order/quotation is not your Customer then this is the debtor’s A/R balance (i.e., this means that the Business partner receiving the goods is different than the one that is paying for them).

Invoiced not transf

The total invoice amount that was not posted to DC1 Financials. Note: If the Debtor of the order/quotation is not your Customer then this is the debtor’s balance (i.e., this means that the Business partner receiving the goods is different than the one that is paying for them).

Open orders

Your customer’s total open order amount at the time the order/quotation was last reviewed. This includes orders scheduled for delivery on or before the Open through date. Note: If the Debtor of the order/quotation is not your Customer then this is the debtor’s open order amount. (i.e., this means that the Business partner receiving the goods is different than the one that is paying for them).

Total balance

Your customer’s total balance. Note: If the Debtor of the order is not your Customer then this is the debtor’s total balance (i.e., this means that the Business partner receiving the goods is different than the one that is paying for them).

Credit limit

Your customer’s credit limit. This value is defined in the Credit limit field of the Business partner file, A/R Basic data panel.

Order value at hold

Indicates the total value of the order/quotation (in system currency) at the time it was held.

Order value at rel

Indicates the total value of the order/quotation (in system currency) at the time it was released.

Open through date

Indicates your customer’s total open order amount at the time the order was last reviewed. This includes orders that were scheduled for delivery on or before the Open through date.

Actual status

The fields below indicate the actual status of the held order/quotation. Note that the Total balance and Open through date fields are not applicable for quotations.

Debtor

The Business partner that was defined as the Debtor on the order/quotation.

A/R – A/P balance

Your customer’s current A/R balance, minus their A/P balance. Note: If the Debtor of the order/quotation is not your Customer then this is the debtor’s A/R balance (i.e., this means that the Business partner receiving the goods is different than the one that is paying for them).

Invoiced not transf

Indicates the total invoice amount that has not been posted to DC1 Financials. Note: If the Debtor of the order/quotation is not your Customer then this is the debtor’s balance that has not been posted (i.e., this means that the Business partner receiving the goods is different than the one that is paying for them).

Open orders

Your customer’s total open order amount. Note: If the Debtor of the order/quotation is not your Customer then this is the debtor’s open order amount (i.e., this means that the Business partner receiving the goods is different than the one that is paying for them).

Total balance

Your customer’s total balance. Note: If the Debtor of the order is not your Customer then this is the debtor’s total balance (i.e., this means that the Business partner receiving the goods is different than the one that is paying for them).

Credit limit

Your customer’s credit limit. This value is defined in the Credit limit field on the Business partner file, A/R Basic data panel.

Current past due am.

Your customer’s total overdue invoice amount (in system currency). This value is extracted from credit time axis. To calculate this value, the system verifies your customer’s credit file against A/R to determine whether they have exceeded the overdue days/amount set up in the Credit profile table.

Oldest past due date

The date of your customer’s oldest overdue invoice. This value is extracted from credit time axis.

Open through date

Indicates your customer’s total open order amount. This includes orders that were scheduled for delivery on or before the Open through date.