Related topics
- About credit control handling
- About holding/releasing sales orders and order lines
- About holding/releasing service orders and order lines
There are three different titles available for this panel. The title that is displayed depends on from where you accessed the panel.
All held orders/quotations have reason codes assigned to them that indicate why they are being held. From this panel, you can create a new reason code, or assign an existing one to a held order/quotation.
Note: You can add or delete reason codes that have been manually entered and not orders/quotations that have been automatically held up by the system.
- Sales/Service order entry: If the CR-SO (Credit control, order entry) function is activated in the Function control file, a credit check is done when the order is registered.
- Sales/Service order line entry: If the CR-SOL (Credit control, order line) function is activated in the Function control file, a credit check is done for every sales/service order line entered.
- Sales quotation entry: If the CR-QT (Credit control, quotation) function is activated in the Function control file, a credit check is done when quotations are registered.
- Sales quotation line entry: If the CR-QTL (Credit control, quotation line) function is activated in the Function control file, a credit check is done for every sales quotation line entered.
- Order settlement: If the Order settlement program is being used to settle an order using a credit card or advance payment, an order will be held until the selected payment is approved.
- Pick list printing: If the CR-PL (Credit control, pick list) function is activated in the Function control file, a credit check is done when the handler prints a pick list for an order.
- Batch order hold function: If the CR-ODUE (Credit control, overdue) function is activated in the Function control file, a credit check is done when the Batch order hold function is run. When this program is run, orders will be held for customers who have exceeded their overdue day/amount threshold set up for them in the Credit profile table.
Options
| Add | Select this option to add a new reason to the order/quotation. |
| Change | Select this option to maintain the reason. |
| Delete | Select this option to delete the reason from the order/quotation. |
| Display | Select this option to view more information about the reason. |
| Details | Select this option to access the details for the reason. This option is only permitted for records that are being held due to restricted sales rules. |
| Release | Select this option to release the order/quotation. This is only possible for assigned release handlers. |
Function keys
| Held reasons/All reasons | Toggle view modes: The default view displays all the reasons why the order/quotation was held. Toggle to only view all the reasons why the order/quotation is still currently being held. |
| Maintain order/Maintain quotation | Maintain the order/quotation. Note that if the order/quotation is held due to a credit stop code, then the stop code definition decides whether the order/quotation may be maintained or not. |
Selection fields
- 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.
- 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 balanceThis 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.
- Order held reason code/Reason
- These two columns display the held reason code and the description of the reason denoting why the order/quotation was held.
- Det
- If this column is set to YES, it denotes that the record has detailed order/quotation line information that may be accessed by using the Details option.
- Category
- Indicates the associated category code.
- Hold date
- Indicates the date that the order/quotation was held.
- Release date
- Indicates the date that the order/quotation was released.
Work with held sales orders or Held service orders or Held sales quotations, Reasons (DMR32904)
Detailed information about the held order/quotation is displayed on this panel.
Function keys
| Release | Release this order/quotation. This is only possible for assigned release handlers. |
| All reasons | View all the reasons (released or held) associated with this order/quotation. |
| Maintain order/Maintain quotation | Maintain this order/quotation. Note that if the order/quotation is held due to a credit stop code, then the stop code definition decides whether the order/quotation may be maintained or not. |
- 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.
- 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 balanceThis 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
- Enter a code to indicate why the order/quotation should be held.
- Release handler
- Identifies the employee responsible for releasing the sales order/sales order line or quotation/quotation line.
- Lines on hold
- Indicates if there are any lines that are held.
- Release grace days
For new and held reasons, enter the number of grace days. This field is optional.
- Held by
- Identifies the employee that held the order/quotation. For orders/quotations that were automatically held by the system the *SYSTEM code is entered.
- Released by
- Identifies the employee that released the order/quotation. For orders/quotations that were automatically released by the system the *SYSTEM code is entered.
- 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.
- A/R – A/P balance
- Indicates the customer’s A/R balance (minus A/P Balance) at the time the order/quotation was last reviewed. Note: If the debtor is not your customer then the value displayed in this field represents the debtor’s balance and not your customer’s.
- Invoiced not transf
- Indicates the total invoice amount that was not posted to DC1 Financials at the time the order/quotation was last reviewed. Note: If the debtor is not your customer then the value displayed in this field represents the debtor’s balance and not your customer’s.
- Open orders
- Indicates your customer’s total open order amount at the time the order/quotation was last reviewed. This includes orders that were scheduled for delivery on or before the Open through date. Note: If the debtor is not your customer then the value displayed in this field represents the debtor’s open order amount. and not your customer’s.
- Total balance
- Indicates your customer’s total sales order balance. Note: If the debtor is not your customer then the value displayed in this field represents the debtor’s balance and not your customer’s.
- Credit limit
- Indicates your customer’s credit limit. This amount is established in the Credit limit field on the Business partner file, A/R basic data panel.
- 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.
- Order value at hold
- Indicates the total value of the order/quotation at the time it was held.
- Order value at rel
- Indicates the total value of the order/quotation at the time it was released.
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.
- A/R-A/P balance
- Indicates your customer’s current A/R balance, minus A/P balance. Note: If the debtor is not your customer then the value displayed in this field represents the debtor’s balance and not your customer’s.
- Invoiced not transf
- Indicates total invoice amount that has not been posted to DC1 Financials. Note: If the debtor is not your customer then the value displayed in this field represents the debtor’s balance and not your customer’s.
- Open orders
- Your customer’s total open order amount. Note: If the debtor is not your customer then the value displayed in this field represents the debtor’s current open order amount and not your customer’s.
- Total balance
- Your customer’s total balance. Note: If the debtor is not your customer then the value displayed in this field represents the debtor’s current balance and not your customer’s.
- Credit limit
- Indicates your customer’s credit limit. This amount is established in the Credit limit field on the Business partner file, A/R basic data panel.
- 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.
- Current past due am.
- Indicates the customer’s total overdue invoice amount, in system currency. This value is taken from the customer’s record in the credit time axis for the customer. To calculate this value, the system checks the customer’s credit file against A/R to determine whether the customer has exceeded the overdue days/amount set up for them in the Credit profile table.
- Oldest past due date
- Indicates the date of the customer’s oldest overdue invoice. This value is taken from the customer’s record in the credit time axis for the customer.
Work with held sales orders or Held service orders or Held sales quotations, Release reasons (DMR32905)
This panel displays all the reasons you selected to release. Click OK to release. Click Back to cancel.
- 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.
- 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 balanceThis 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
- Indicates the reason(s) why the order/quotation line is held.
- Det
- If this column is set to YES, it denotes that the record has detailed order/quotation line information.
- Category
- Indicates the associated category code.
- Hold date
- The date that the order/quotation was held.
- Grace days
Work with held sales orders or Held service orders or Held sales quotations, Delete reasons (DMR32908)
All of the reasons that you selected to delete are displayed on this panel. Click OK to delete. Click Back to cancel.
- 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.
- 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 balanceThis 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
- Indicates the reason why the order/quotation is held.
- Det
- If this column is set to YES, it denotes that the record has detailed order/quotation line information.
- Category
- Indicates the associated category code.
- Hold date
- Indicates the date that the order/quotation was held.
- Rel date
- Indicates the date that the order/quotation was released.