Frequently Asked Question

Hold Codes
When an order in the system is placed on hold, the system either automatically defaults a hold code or you manually type the hold code into the Approve field in OE Entry Transactions. The Approve field in OE Entry Transactions initially defaults to the Default Order Approval Type set up in AO Documents Sales Orders Approval Process.

You can define special codes for orders on hold; however, do not use the following three hold codes that have been set up by the system for credit card failure holds:
A – Hold for authorization
D – Hold for address verification failure
F – Hold for failure

The following codes are already defined by the system as hold codes:
E - Hold Code - used for orders that are created in the system using the SX.API process. A default approval type of ‘e’ is defined for SX.API and automatically assigned to EDI 850/840 orders that have error records or for certain exception type records. Credit hold checking follows the EDI error/exception checking process. If an order is flagged as ‘e’ E Hold, it will not be checked for Credit Hold until the errors or exceptions causing the E Hold are resolved. If your company uses the approval type ‘e’ as a custom hold type, you must change that approval type so the SX.API process functions correctly. (see KB 982025)
H – Initial code for OE order on hold. Credits can also be put on hold with same or a different code.
There are several conditions where the order will automatically be placed on hold. If one of these conditions exists, you will receive a warning the order is being placed on hold, but you will still be allowed to continue with the order. This will occur even if the default from Default Order Approval Type field is set to Y.
1. Customer over their credit limit (AR Setup Customer-Credit)
2. Today's date is past the customer's Open Date (AR Setup Customer-Credit)
3. Today's date is before the customer's Hold Date (AR Setup Customer-Credit)
4. Period balance exists in Hold Period (AR Setup Customer-Credit)
N – Not approved
R – Initial code for SW order on hold
Y – Approved
Z - Used for Logistics (eg: TWL) - the default hold code for zero shipped orders. The default, z or blank are valid entries. (KB 991567)

Any character besides y, even a blank, is treated as a hold code and causes the order to be placed on hold.
Hold codes are user-defined: they are not defined in a table in the system. When you define special codes for hold orders, communicate these to your staff.

For example, when you type s in the Approve field, this might indicate the customer is unwilling to pay shipping charges.

Change the hold code after the first time you review the order. The code defaults to h when the order is initially placed on hold. By changing the hold code after reviewing it, you will know which orders are new hold orders and which hold orders have been reviewed.

When you update the approval type for an order that is tied to a Value Add order, the Value Add order approval type is updated as well. If the Order Entry order is placed on credit hold due to lines being added to the order, any tied VA orders for previous lines will also go on hold, as long as the original approval types on the Order Entry and Value Add orders match.