Hold/Release SO - Select SO

This page allows you to carry out a search for selecting the service orders for putting it to hold. Tell me more.

Select the “Hold/Release SO” link under the “Service Order” business component.

The “Select Service Order” page appears.

Enter the following field details:

Service Order No.

The number identifying the service order (Alphanumeric, 18).

Select the “Hold/Release SO” link at the top of the page to hold or release the selected service order.
Enter the following field details in the “Search Criteria” group box:

Service Order No. From	The starting number in the range of service order numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the service order numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the service orders starting from the first order number till the order number specified in the “To” field.
Service Order No. To	The ending number in the range of service order numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the service order numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Order No. From” field.
Status	Use the drop-down list box to select the status of the service order. You can select from “Open” or “Held”. The system displays “Open” as the default status on launch of the page.
Service Order Date From	The starting date in the range of dates from which the service order details must be retrieved (Date Format). The value entered in this field must be less than or equal to the system date. The system date is displayed by default on launch of the page.
Service Order Date To	The ending date in the range of dates from which the service order details must be retrieved (Date Format). The value entered in this field must be greater or equal than the value entered in the “S.O Date From” field.
Ordering Point	The point identifying the location from which the sale order is raised (Alphanumeric, 16).
Order No. From	The starting number in the range of sale order numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the sale order numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the sale orders starting from the first order number till the order number specified in the “To” field.
Order No. To	The ending number in the range of sale order numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the sale order numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Order No. From” field.
Item Code	The code identifying the item (Alphanumeric, 32).
Ship To Customer	The point at which the goods specified in a sale order is received (Alphanumeric, 18).
Ship To Name	The name of the customer to whom the service must be provided (Alphanumeric, 40).
Ship To Id.	The address of the location at which the goods must be delivered (Alphanumeric, 18).
Customer PO No.	The number identifying the customer purchase order (Alphanumeric, 18).
LC No.	The number identifying the Letter of Credit (LC) issued by the bank. (Alphanumeric, 30).
Project Code	A unique code identifying the project for selecting the service order.

Click the “Search” pushbutton to retrieve the details of the service order.

The system retrieves and displays the following service order details in the “Search Result” multiline:

Service Order No.	The number identifying the service order.
Service Order Date	The date on which the service order was created.
Status	The status of the service order. It can be either “Open” or “Hold”.

Enter the following field:

Reason Code	The code identifying the reason for holding or releasing the selected service order (Alphanumeric, 5) Mandatory. The system checks for the existence of the reason code entered and it also ensures that the reason code is not left blank.
	Help facility available.

The system retrieves and displays the description pertaining to the entered reason code for all the selected rows:

Reason Desc.

The description of the reason code.

The system displays the following field details:

Ship To Customer	The point at which the goods specified in a sale order is received.
Ship To Name	The name of the customer to whom the service must be provided.
Created At	The organization unit in which the project is created.
Project Code	A unique code identifying the project for the service order.
Project Description	The description of the project code.

Note: The values for the fields “Created At”, “Project Code” and “Project Description” are not displayed in the multiline, when the service order is associated with multiple projects.

Check the box in the “Select” column of the multiline to select the service order for holding or releasing.
Select the “Hold SO” pushbutton to hold the selected service orders.

service orders can be put to hold only if it is in “Open” status.

On holding the selected service orders, the status is updated to “Hold”.

Select the “Release SO” pushbutton for releasing the selected service orders that are put to hold.

service orders can be released only if it is in “Hold” status.

The status of the service order on releasing is updated to “Open”.

To proceed, carry out the following

Select the “Hold/Release SO” link at the bottom of the page to hold or release the selected service order.

Select Service Order – An Overview

The service orders that are in “Open” status are only retrieved for holding. If the service order number is known it can be entered or else you can search by specifying a range for the service order. You can also search by specifying the status of the service order or by specifying a range for the service order date, the point from which the order is raised. You can also specify a range for the sale order number, the purchase order placed by the customer or by specifying the shipping or item details. Based on the search criteria specified the system retrieves the service order details in this page. You can specify the reason for which you are putting the selected service orders to “Hold” status. The status of the service order on holding is updated to “Hold”.

You can also release service orders that are in “Hold” status. The service orders that are in “Hold” status are only selected for releasing. The status of the service order on releasing is updated to “Open”.