Skip to content

Feature - Auto Release Held Order Utility

← Customer Order Processing
Release Date: 3/29/2017

In Elliott, you can turn on the feature to Auto Hold Order in Global Setup -> Cop-Ctl -> Credit Check Release. Then, when a sales order is created, the system can automatically detect whether or not that order needs to be put on hold for credit reasons, like the order exceeds customer credit limit, or the customer is past due in paying an invoice.

The credit manager can then use the COP -> Processing -> Release Held Order function to review the orders and decide whether or not to release them. Sometimes, if the customer is past due or their credit limit is reached, the orders could be on hold for some time and the credit manager needs to continue to periodically review these held orders to see if the credit condition changes, which typically happens when payment is received from the customer.

Prior to the implementation of this utility, there was no automatic method to release held orders. This utility was created so when payment is received, the order can be released automatically and reduce the credit manager's burden.  This utility is designed to work with Deferred Processing.  

You can run this utility by going to Global Setup -> Utilities -> COP Utilities -> Release Held Order.  See the sample screen below:


  1. Enter starting order number or spaces for All. Use this if you want to check a range of orders only.
  2. Enter ending order.
  3. Customer Last Payment Date >= is used narrow down the processing to only those customers that have recent cash receipt postings. If the user presses F1, it means system date, which will be useful for deferred processing purposes.
  4. Enter "Y" to print only those orders that will be released.  Orders to be released have all held order reasons that no longer apply to the order.  Enter "N" here to have all orders that were previously held appear on the report and CSV regardless of the release status.  This will result in a larger report.
  5. Enter "Y" to only preview orders for the release process; no update of files will occur. Enter "N" to process all orders with status of "Rel" by removing the held status on the Order Header record, delete the Held Order Note from the Notes file, and write to the "release held order CSV log" if this feature is turned on.
  6. Enter "Y" to create a CSV file using data found on the report.  Keep in mind that this is the same as "release held order CSV log."
  7. Enter CSV file name.
The report will show the following fields:


The CSV file will have the following fields:


Keep in mind that orders can be put on hold manually through the Order Entry Screen.  An order put on hold manually does not have a held order reason note.  On the other hand, if the order is put on hold automatically by the system, then the order will have a held order reason note.  This utility program will only release those orders that were put on hold automatically and have a held order reason note.

Also, you should be aware that when order is released through auto release held order utility, it carries a different weight than order is released through the "Release Held Order" function.  For example, you may choose to re-check order credit during pick ticket printing per Global Setup.  If the order is released through "Release Held Order", it will not subject to pick ticket credit checking again.  If the order is released through "Auto Release Held Order Utility", it still will be subject to pick ticket credit checking.

Please also see the following KB article on changes to this feature:
    http://support.elliott.com/knowledgebase/articles/1886107-feature-add-only-release-pt-c-orders-to-rele

Modified programs: PRTNOTHO.PL (new),  CPFFLCHK.PL, CPFFLCH2.PL (new), NSCTLUT4,
CPRESORS (new), CPRESORP (new)

DLM

Feedback and Knowledge Base

(thinking…)