Change Hold Status by Purchase Order

This utility is used to change the hold status on products that are on Internal branch transfer records by P.O.
Transfer by P.O. tickets are usually created by the central purchasing and distribution process as outlined in Central Purchasing Overview.

Products flagged on HOLD cannot be shipped from Record Quantity Shipped By Transfer or Record Quantity Shipped By Purchase Order, until the Hold flag is released.

This utility can be accessed, by clicking on the HOLD STATUS button on the Internal Transfer Console.

The prompts are:

PURCHASE ORDER #

To update a specific transfer, enter the P.O.# or lookup the Purchase Order for the transfer in the Internal Transfer Search window.

Leave this field blank to update the Hold flag for products on all transfers that do not have a P.O.# assigned.

UPDATE STATUS TO

Select one of the following settings:

• Click Hold All Items to check the Hold box for all products on this Purchase Order.
  Products On Hold cannot be shipped to the end locations.
• Click Release All Items to remove the Hold flag on all products on this Purchase Order, so that these products are eligible to be shipped.

Note: If the Hold flag is being updated by Purchase Order number, the P.O.# can cover multiple transfer transactions.

Finished?

Click ACCEPT to accept.

A message will display the number of product records that were changed.

The Hold flag can be set manually for individual products in Internal Branch Transfers.