Implementing operational hold codes
Follow this checklist to perform the tasks to implement operational hold codes:
| ✔ | Task | Reference |
|---|---|---|
| ❑ | Verify that your legacy hold codes are set up in SA Administrator Options-Documents-Sales Order-Approval Process. | |
| ❑ | Activate the feature by selecting the Use Operational Hold Codes option in SA Administrator Options-Documents-Sales Order-Entry Settings. | |
| ❑ | Verify that operational hold codes, based on your legacy hold codes, were automatically created.
Optionally, create new operational hold codes. |
Verifying and creating operational hold codes |
| ❑ | Assign permissions to users to approve operational hold codes.
Note: For an Infor Service Management integration, you must allow the default operator to approve API/EDI holds.
|
Assigning operational hold codes to a user |
| ❑ | Apply operational hold codes to open orders on hold with legacy codes. | Applying operational hold codes to open orders on hold |