Hold code allocation configuration

To create a new hold allocation rule for an order type:

  1. Log on as the Facility user.
  2. Select Configuration > Codes > Hold Allocation to open the Hold Allocation screen.
  3. Click New.
  4. Select the Order Type Description from the drop-down menu. Only types that were configured are displayed
  5. Specify a Sequence for the order type. The system uses the sequence to determine the priority for allocating product with the Hold Code identified in the next step.
  6. Select a Hold Description.
  7. Click Save to complete the record.
    Here are some examples of how Hold Allocation can be configured:

Scenario 1

A transfer order type can accept product that is OK or on hold requiring QC. It is preferred to ship the OK product if it is available.

Order type Sequence Hold code
Transfer 10 OK
Transfer 20 QCREQ

Using this configuration, a Transfer order will first try to allocate OK (non-held) product to fill the order quantity. If there is not any OK product, the system allocates product on hold for reason QCREQ.

Scenario 2

A transfer order type can accept product that is OK or on hold requiring QC. The preference is to ship the QC required product if it is available.

Order type Sequence Hold code
Transfer 10 QCREQ
Transfer 20 OK

Using this configuration, a Transfer order first allocates product with a status of QCREQ (because the sequence number is lower). The system then allocates product that has an OK status if open demand still exists to fill the quantity ordered.

Scenario 3

A scrap order should ship only product that is on hold because it was tagged Expired.

Order type Sequence Hold code
Scrap 10 EXPIRED

Using this configuration, only Expired product is eligible on the order.