Hold/Release SO - Data Entry

This page allows you to put to hold the selected service order. Tell me more.

Select the “Hold / Release SO” link at the bottom of “Select Service Order” page.

The “Hold / Release SO” page appears.

The system retrieves and displays the following service order details:

Service Order No.	The number identifying the service order. The system ensures that this field should not be left blank and also checks for the existence of the service order number in the system.
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” status.

The system displays the following details in the “Customer Information” group box:

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 goods are to be dispatched.

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 details in the “Customer Information” group box:

LC No.	The number identifying the Letter of Credit (LC) issued by the bank.
Ref. ID.	A unique reference ID generated by the system for each LC No - Bank code combination.
LC Expiry Date	The date after which the LC becomes invalid for further transactions.

The system displays the following details in the “Project Details” group box:

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 fields “Project Code”, “Project Description” and “Created At” are displayed when the service order is associated with single project.

The system displays the following field details in the “Item Details” multiline:

Service Order Line No.	The number identifying the line number corresponding to the service order.
Sale Order No.	The number identifying the sale order.
Model / Kit Ref. No.	The reference number identifying the code of the model and its variant or the code of the Kit.
Item Type	The type of the item.
Item Code	The code identifying the item specified in the sale order.
Schedule Qty.	The quantity that is specified in the sale order.
Balance Qty.	The remaining quantity that is to be serviced from the schedule quantity.
Sale Order UOM	The unit of measurement of items in the sale order.
service Completed	The exact number of items that were serviced.
service Order UOM	The unit of measurement of item specified in service order.
Unit Price	The rate/price for a specific service.
Currency	The currency applicable to the service order.
Value	The value for servicing of items specified in the sale order. The value is calculated as a product of service completed and unit price.
Estimated Units	The estimated units of service required to complete the service of items specified in the sale order.
Actual Units	The actual unit of service done to complete the servicing of items specified in the sale order.
Serviced By	The name of the person who has serviced the items.
Ship To Id.	The address of the location at which the goods must be delivered.
Bill To Customer	The code identifying the bill to customer on whom invoicing is done.
Ref. Doc. Line No.	The line number identifying the reference document.
Schedule No.	The number identifying the schedule.
Item Variant Desc.	The description of item variant.
Ordering Point	The point identifying the location from which the sale order is raised.
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 fields “Project Code”, “Project Description” and “Created At” are displayed when the service order is associated with multiple projects.

Select the “Hold SO” pushbutton to hold the selected service order.

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

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

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

service order 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 “Attach Notes” link at the bottom of the page to specify the notes related to service order.

The system displays the following:

Created By	The login user ID of the person who has created the service order.
Created Date	The date on which the service order was created.
Last Modified By	The login user ID of the person who has last modified the service order.
Last Modified date	The date on which the service order was last modified.

Hold/Release SO – An overview

For the selected service order the system retrieves its details. You can enter the reason for which the selected service order is put to hold. The service order can be put to hold only if it is “Open” status. The status of the service order on holding is updated to “Hold”.

You can also release the selected service order. service order in “Hold” status can only be released. The status of the service order on releasing is updated to “Open”. You can also specify the reason for which the selected service order is put to hold. The system stores the login user ID and the system date along with the modified details.

Prerequisites

The Reason Code should be defined in the “Create Category Type” activity of the “Category” business component.