Product Holds (IM98)

The Product Hold Flags (IM98) is used to define Hold codes that are assigned to Serial or Lot controlled Products. Holds may be assigned to a Serial/Lot-controlled item at the time of Purchase Order entry in Create Purchase Orders (PO40), at time of Receipt in Enter Receipts/In-Transits (PO60) or through Inventory Adjustment in Enter Inventory Adjustments (IC50).

    Note: Once a Hold is applied to a Serial or Lot controlled Product, it can only be removed or altered through IC50.

The Hold code determines if the held quantity is available to be committed to a new order/invoice and/or is to be included in the calculation of quantity available for stock repurchase calculations. For Example:

Hold Code Description
 
Avail New Orders Avail Re-Purch
HARD Product is not available N N
QCC
 
Product in for Quality Control Check N
 
Y
 
CUST
 
Product on reserve for a specific customer Y
 
Y
 

Here is a brief explanation of the Hold codes:

  • HARD Hold will not allow stock commitment for new Sales Orders or Invoices nor will it be considered in the repurchase routine. Typically a Product on this type of Hold is considered damaged or defective and is waiting to be returned to a supplier or written off.

  • QCC Hold will not allow stock commitment for new Sales Orders or Invoices but will be considered in the repurchase routine. Typically this Product is temporarily on Hold and will be available for sale in the near future.

  • CUST Hold is available for stock commitment for new Sales Orders and Invoices, however, the Operator will be warned that the Serial Number or Lot is on Hold for a specific customer. The Serial Number/Lot is considered in the repurchase routine.

If a Serial Number or Lot is on Selling hold, the Sell Hold quantity is displayed at the top of IC45, but it does not reduce the Available quantity displayed at the top of IC45. It does, however, stop that Serial Number or Lot from being selected from the Commit Lots and Serial Numbers window in Order Entry and Invoicing.

Note: Hold codes checked as Available for Selling must also be Included in Purchasing Availability.

The following list defines each of the fields in IM98:

  • Hold - enter or select from the query a Hold Code. Hold codes can be a maximum of 4 alpha numeric characters in length. Hold codes are assigned to the inventory record for a Lot or Serial controlled product. Holds may be assigned at the time of Purchase Order entry, at time of Receipt, or through the Inventory Adjustment program. Once a hold has been set it can only be removed or altered through the Enter Inventory Adjustments (IC50).

    The hold code determines if the held quantity is to be included in the calculation of quantity available for new orders and/or in the calculation of quantity available for stock repurchase calculations.

  • Description - enter a description of the Hold up to a maximum of 30 alpha numeric characters in length. Holds may be assigned to the inventory record for a Lot or Serial controlled product to stop that stock from being sold or included in repurchasing decisions. The description is for information purposes only and is used to more fully describe a hold code and the reason why it might be used.

  • Include in Selling Availability? - Holds may be assigned to the inventory record for a Lot or Serial controlled product to stop that stock from being sold. Select this check box to include stock on Hold in the commitment process for new orders or invoices. If this check box is not checked, then the held stock is NOT available for commitment on new orders or invoices.

      Note: If the Include in Purchasing Availability check box is deselected, you cannot select the Include in Selling Availability check box. In this case, the following message displays: "Purchasing availability cannot be NO if Selling availability is YES. OK".

  • Include in Purchasing Availability? - Holds may be assigned to the inventory record for a serial/lot controlled product to stop that stock from being included in repurchasing decisions. Select this check box to include stock on Hold in the repurchase calculation. If this check box is not checked, then the held stock is NOT included in the repurchase calculation.

    The "Quantity Available for Repurchase" is calculated as:

      On Hand less On Reserve less On Backorder plus On Purchase Order plus In-transit less On Purchasing Hold

im98
Product Hold Flags (IM98)
 
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