Only manually held order lines or lines with system-defined order held reason codes defined with Manual release = YES may be manually released. An overview of the system-defined reason codes can be found in the Work with order held reason codes section.
This can be done in two ways.
- In the Work with service orders program:
- On the Header view panel, click Shift info to view the H column in which orders only held on line level are indicated with the panel value for lines (L).
- Select the applicable order. Once you click Hold reasons, the panel subheading is Held reasons. The system displays all reason codes that have been entered on line level. The same reason code may have been entered for several lines. You have to release each applicable line individually per reason code. Select the reason code and click Release directly or Details. You access the Held details panel and from there you release each line using the Release option.
- In the Work with held service orders program, which is described in this task.
- Select the Work with held service orders menu item.
- On the initial panel, select the order containing held service order lines (the H column indicates this with the panel value L) and click Reasons.
- You access Work with held service orders, Held reasons displaying the following information:
- Reason
- Indicates why the order line is being held.
- Det
- A YES in this column indicates that the record has detailed held order line information. If you want to access this information use the Details option. You can then release the attached order line(s) from there.
- Category
- Indicates the associated category code.
- Hld date
- Indicates the date that order line was held.
- Rel date
- This field is blank, but will be updated with the date when the order line was released.
- You access Release reasons. Click OK to confirm the release. Exit the routine.
Tip: Toggle All reasons/Held reasons to view all lines which have previously been released and only those being held at the moment.
If detailed information exists for the order line, click Details to access the Held details panel. From this panel, toggle All lines/Held details to view all connected lines.
For this task, select the reason code(s), one at a time or all at once, and click Release.