User settings for hold codes and approval of sales orders

Operational hold codes

When you use operational hold codes, you can only remove a hold code from an order if it is selected in SA Operator Setup-Other Options. You cannot directly edit the Approval field on orders. The approval code is n when the hold codes are applied to the order. The approval code is y only after all hold codes are removed from the order.

Legacy hold code

When you use legacy hold codes, these settings in SA Operator Setup-Entry Options are used to determine whether you can change the value in the Approval field:

• Allow Override of Order Approval Status

  When No selected, you cannot access the Approval field.

  When Yes is selected, the Limit Order Scope Taken By and Limit Order Scope Sales Rep options are checked.

• Limit Order Scope Taken By and Limit Order Scope Sales Rep

  When No is selected, you cannot access the Approval field.

  You can access the Approval field when these conditions are met:

  • When Yes is selected in the Limit Order Scope Taken By field, and your operator initials match the value in the Taken By field on the sales order.

  • When Yes is selected in the Limit Order Scope Sales Rep field, and your operator initials match the value in the Sales Representative Internal or Sales Representative External fields on the sales order.

• Limit Managed Hold Codes

  After the you update the Approval field, its value is compared against the values in the Limit Managed Hold Codes field. When the value in the Approval field matches a value in the Limit Managed Hold Codes field or is y, the order is approved. When the Limit Managed Hold Codes field is blank, you can specify any allowed hold codes or Yes in the Approval field.

  When you attempt to add or remove a hold code that is not allowed per you operator record, an error message is displayed.