IMHLTMNT Inventory Management Hold Transaction Fill Maintenance
Hold Transaction File Maintenance
Application Overview
This feature allows a user or salesman to reserve (allocate) items without having to enter an order.
Before this feature can be used, it must be defined (setup) in the Global Setup System first.
Run Instructions
I/M Main Menu > Maintenance > Hold Transaction File
Hold Transaction Entry Screen
Standard Options Available
- Add
- Change
- Delete
- List
- Purge
When an item is put on hold, the system will allocate the quantity put on hold. This hold quantity will appear as allocated when doing stock status inquiries, reports, entering orders, etc. The expiration date serves as a flag for purging and does not automatically de-allocate the quantity. It is crucial that the purge process be run daily to reflect accurate Qty. Available information. This purge function should be set up as a daily deferred process to eliminate the purge maintenance requirement.
Entry Field Descriptions
1. Name: Hold Transaction ID
Description: F1 to default to next ID. This is the identifier for Change, Delete, Purge, and reporting purposes.
2. Name: Hold Location
Description: Enter the stocking location for item to be put on hold
3. Name: Hold Item Number
Description: Enter item number
4. Name: Hold Serial-Lot Number
Description: Enter serial-lot number if applicable
5. Name: Hold Type
Description: USR = User Allocation; SLM = Salesman Allocation
6. Name: Hold User ID
Description: ID for person putting item on hold
7. Name: Hold Transaction Quantity
Description: Quantity to be held
8. Name: Hold Transaction Date
Description: Basically the start date
9. Name: Hold Expiration Date
Description: Defaults to the value in setup, but can be overridden
10. Name: Hold Description
Description: 30-character field describing why item is being held
11. Name: Hold Email Address
Description: Defaults to User ID email address, and this user will be notified via email when expiration date occurs
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