Holding and releasing the release slip
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This page allows you put an RS on hold, that is the order to supply material is put on hold. Tell me more.
Select the “Hold / Release Release Slip” link under the “Release Slip” business component.
The “Hold/Release Release Slip” page appears.
The system displays the following:
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Date Format |
The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default. |
Enter the following in the “Search Criteria” group box, to search for the RS. Date entry in the following fields is optional.
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RS # |
The number identifying the RS (Alphanumeric, 18). You can enter the RS number in full or specify it partially using the “*” character. The system retrieves all the release slips with RS numbers similar to the value entered here. Leave this field blank, to retrieve all the release slips, which are in the “Open” or “Held” status. |
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BPO # |
The number that identifies the BPO based on which the RS was raised (Alphanumeric, 18). You can enter the BPO number in full or specify it partially using the “*” character. The system retrieves all the release slips, which are based on the BPO whose number is similar to the value entered here. Leave this field blank, to retrieve all the release slips irrespective of the BPO number. |
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RS From Date |
The starting date, in a range of RS dates, from which the RS details must be retrieved (Date Format). Ensure that this date is earlier than or equal to the current server date. The system lists all the release slips that are raised later than or equal to this date. The system sets a date that is one month earlier than the current server date by default. |
Note: The date entered in “From RS Date” must be earlier than or equal to the date entered in the “To RS Date”.
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RS To Date |
The ending date, in a range of RS dates, until which the RS details must be retrieved (Date Format). Ensure that this date is earlier than or equal to the current server date. The system lists all the release slips that are raised earlier than or equal to this date. The system sets the current server date by default. |
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Supplier # |
The code that identifies the supplier (Alphanumeric, 45). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all the release slips containing supplier numbers similar to the value entered here. Leave this field blank, to retrieve all the release slips irrespective of the supplier code. |
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RS Type |
Use the drop-down list box to select the type of the RS to be short closed. The system lists the options “Normal” and “Express”. The system retrieves all the release slips of the type specified here. The system leaves the field blank by default. Leave this field blank, to retrieve all the release slips irrespective of the type. |
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Part # |
The part number (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all the release slips containing part numbers similar to the value entered here. Leave this field blank, to retrieve all the release slips irrespective of the part number. |
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Part Type |
Use the drop-down list box to select the part type. The system lists “Raw material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Kit” and “Miscellaneous” as options. The system retrieves all the release slips raised for the part type similar to the value entered here. The system sets the field blank by default. Leave this field blank, to retrieve all the release slips irrespective of the part type. |
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Priority |
Use the drop-down list box to select the urgency level for the RS. The system lists all the Priority codes in “Active” status as defined under “Maintain Priority Codes” activity of the “Logistics Common Master” business component . The system retrieves all the release slips of the priority specified here. The system leaves the field blank by default. Leave this field blank, to retrieve all the release slips irrespective of the priority. |
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Category |
Use the drop-down list box to specify the category of the RS. The system lists all the “Active” categories as defined for RS in the “Create Common Category” activity of the “Logistics Common Master”. The system retrieves all the release slips of the category specified here. The system leaves the field blank by default. Leave this field blank, to retrieve all the release slips irrespective of the category. |
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Created By |
The name of the user who created the RS (Alphanumeric, 40). |
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Buyer Group |
Use the drop-down list box to select the buyer group to which the buyer is associated. The system lists all the buyer groups that are in “Active” status and mapped to the RS. The system leaves the field blank by default. |
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User Status |
Use the drop-down list box to specify the user-defined status of the RS. The system lists all the “Active” user statuses as defined for the RS in the “Create User Status” activity of the “Logistics Common Master” business component. The system leaves the field blank by default. Leave this field blank, to retrieve all the release slips, irrespective of the user-defined status. |
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Status |
Use the drop-down list box to select the status of the RS. The system lists the options “Open” and “Held”. The system retrieves all the release slips of the status specified here. The system sets the field to “Open” by default. |
Leave all the fields blank, to retrieve all the release slips, which are in the “Open” or “Held” status.
If the option buyer control is set as "Not Needed" in “Set Purchase Option” in “Logistics Common Master” component, the system displays all the buyer groups mapped to the “Release Slip” document from the interacting buyer component.
Click the “Search” pushbutton, to search for the RS that you need to hold or release.
The system displays the following in the “Search Results” multiline.
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RS # |
The number identifying the RS retrieved by the system. |
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Amendment # |
The latest amendment number of the RS. |
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RS Date |
The date on which the RS was raised. |
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Supplier # |
The code that identifies the supplier. |
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Supplier Name |
The name of the supplier. |
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RS Type |
The type of the RS, which could be “Normal” or “Express”. |
Enter the following:
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User Status |
Use the drop-down list box to select the user-defined status of the RS. The system lists all the “Active” user statuses as defined in the “Create User Status” activity for a release slip, in the “Logistics Common Master” business component. The system leaves the field blank by default. |
The system displays the following.
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Priority |
The priority of the RS. |
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Category |
The category to which the RS belongs. |
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Created By |
The name of the user who created the RS. |
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Buyer Group |
The code that identifies the buyer group to which the buyer is associated. |
Enter the following:
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Reason |
A brief comment stating the reason for holding or releasing the RS (Alphanumeric, 255). Mandatory. |
Check the box in the “Select” column of the multiline, to mark the RS for holding, releasing or viewing.
Note: Atleast one row must be selected in the multiline.
To view RS details before holding or releasing
Select the “View Release Slip” link at the bottom of the page, to view the details of the RS selected in the multiline.
Refer to the topic “Viewing the release slip details – An overview”, for more information.
To hold an RS
Click the “Hold Release Slip” pushbutton, to hold the selected release slip(s).
Note: Only release slips that are in the “Open” status can be put on hold.
The system updates the status of the RS as “Held”. The system stores the login user ID and the server date along with the other details.
To release an RS
Click the “Release Release Slip” pushbutton, to release the selected release slip(s).
Note: Only release slips that are in the “Held” status can be released.
The system updates the status of the RS as “Open”.
Holding and releasing the release slip – An overview
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You can also release the RS which has been put on hold. Only the RS in the “Open” status can be put on “Hold”. You cannot hold the RS, if a Goods Receipt in the “Received”, “Receipts Frozen” or “Partially Inspected” status exists against it. This means that an RS for which Goods Receipt is under processing cannot be put on hold. Once the Goods Receipt is processed, the RS can be held, so that future receipts are not carried out.
You can search for and select the release slips that you wish to process. You can directly enter the RS order number, if you know the exact number, or carry out the search using the RS number, date on which the RS was raised, type of RS, supplier code and the category of the RS.
The system updates the status of the RS as “Held”. Upon releasing the RS, the system updates the status of the RS as “Open”.
You can hold an RS, which is in the “Open” status. Similarly, you can release an RS, which is in the “Held” status.
Provide the filter criteria in the “Search Criteria” group box, to search for the RS order that you need to hold or release.
Select the RS in the multiline you wish to hold or release.
Click the “Hold Release Slip” pushbutton, to hold the selected RS.
Click the “Release Release Slip” pushbutton, to release the selected RS.
