Holding/releasing customer service order

Select the "Hold/Release Order" link under the "Customer Order - Services" business component.

The “Hold/Release Order" page appears.

Select the following to indicate whether you wish to withhold or release an order.

Action

Use the drop-down list box to select the action you want to carry out on the customer order. The drop-down list box displays the following:

Hold: Select Hold to withhold the customer order that is in “Processed” status.
Release: Select Release to release the customer order that is in “Hold” status.
Hold/Release History: Select Hold/Release History to retrieve details of hold/release performed on the order till date.

Enter the following in the ”Search Criteria” group box to find those customer orders that you wish to hold/release.

Order Based	Use the drop-down list box to select the source/reference/identification of the order. The drop-down list box displays the following: Contract #, Order #, Customer PO #, Exch. Order # and Event #. Enter the identification number of the contract, order, customer purchase order, exchange order or event in the adjacent input field. You can enter the identification number in full or specify it partially using the “*” character. The search retrieves those orders that are associated with the contract, customer order, customer purchase order, exchange order or event that you specify. However, if you do not specify a number in the input box, the search finds orders associated with all contracts, orders, customer purchase orders or events.
Maint. Obj. Based	Use the drop-down list box to select the attribute of the aircraft or part associated with the order. The drop-down list displays the following: Part #, Mfr. Part #, Part #/Serial #, Part #/Part MSN, Part #/Lot #, Mfr. Lot #, A/C Reg. # and A/C MSN. Enter the attribute numbers in the adjacent input fields. You can enter the attribute number in full or specify it partially using the “*” character. The search retrieves those orders with the attribute that you specify here. More Details
Order Date From/To	The start date of the period in which the order was created, in the first input box. The end date of the period in which the order was created, in the second input box. The search retrieves those orders created in the period between start and end dates that you specify. By default, the system displays the current date as the end date of the period while the start date is set to a date which would be a month earlier than the system date.
Work Center	Use the drop-down list box to select the attribute of the work center for execution of the order. The drop-down list box displays the following: Primary WC #, Parent WC #, and WC Category. Use the adjacent drop-down list box to select the work center or the category of the work center associated with the order. More details
Order Status	Use the drop-own list box to select the status of the order. The drop-down list box displays the following: “Draft”, “Fresh”, "Confirmed”, “Approved” and “Processed”. The search retrieves those orders that exist in the status you select here. However, if you do not select any status, the system retrieves all orders regardless of the status.
Customer Based	Use the drop-down list box to select the customer attribute of the order. The drop-down list box displays the following: Customer # and Customer Name. Enter the customer identification number or name in the adjacent input field, if you have selected Customer # or Customer Name in the drop-down list box. You can enter the name or number in full or specify it partially using the “*” character. The search retrieves those orders with number or name similar to that you specify.
Hold Based	Use the first drop-down list box to select the Hold attribute of the order that is in “Hold” status. The drop-down list box displays the following: Hold Code, Caused by, Initiated By, Hold Type and Hold Classification. Use the second drop-down list box to select the value for the hold attribute. The search retrieves those orders with attribute similar to that you specify. More details

Select the “Search” pushbutton to display details of customer service orders that match the given criteria.
Enter the following in the “Default Reasons” group box.

Note: If the Action is Release”, the search retrieves those withheld customer orders that have the Release Responsibility parameter set as “Commercial” in the Define Process Parameters activity of the Common Masters component.

Initiation Comment

The grounds for withholding orders. The reason you specify here will prevail for all the withheld orders in the “Order Details” multiline.

This field is applicable only if Action is “Hold”.

Reason for Rel. / Rej.

The grounds for releasing orders. The reason you specify here will prevail for all the released orders in the “Order Details” multiline.

This field is applicable only if Action is “Release”.and “Reject”

The “Order Details” multiline displays the following

Order #	The identification number of the order.
Status	The status of the order, such as “Draft”, “Fresh”,, "Confirmed”, “Approved” or “Processed”.
Order Applicability	The object to which the order is relevant, such as Aircraft, Parts or Others.
Part Applicability	The part to which the order is relevant, such as Component, Engine, Landing Gear Project etc.

Enter the following.

Hold Code

Use the drop-down list box to select the hold code for the order, Mandatory. The drop-down list box displays all the Active hold codes with release responsibility set to “Commercials” as defined in the Common Master component.

Note: You cannot modify the hold code for a customer order that is put on hold at a level other than Order-level.

The multiline displays the following.

Hold Level	The task level or order level at which the order is put on hold, such as Order Level, WO Level or Task Level.
Hold Type	The type of hold, such as Direct or Indirect. Direct hold indicates a material request for a task from the customer order has been put on hold. Indirect hold implies a material request for the customer order has been put on hold
Hold Classification	The classification of hold put on the customer order, such as Quote, Estimates, Part, Exchange or Others.
Hold Code Description	The description/short name of the hold code for the order.
Doc. Date	The date on which the document was created.
Part #	The number identifying the part which is put on hold.
Part Desc.	A brief description of the part which is put on hold.
Quantity	The estimated quantity for hold.
Value	The cost of the entity which has been put on hold that could be either task or issue.
Currency	The payment currency of the document.
Held by	The user ID of the person who put the order on hold.

Enter the following in the multiline.

Held Date & Time

The date and time when the order was put on hold.

By default, the system sets this date to the system date.

Reasons for Hold

The grounds for withholding the order.

This field is mandatory for withholding orders.

You must specify the reason for withholding here, if you have not specified the reason for withholding in the “Default Reasons” group box.

The multiline displays the following.

Caused by	The entity that caused the hold of the customer order such as Customer, Supplier or Internal.
Initiated by	The department that was the first to withhold the order, such as Administration, Planning or Execution.
Rel. / Rej. Responsibility	The department that is authorized to release or reject the withheld customer order.
Ref. Doc. Type	The type of the reference document for the order, such as purchase request, purchase order, AME Ref. #, shop work order and repair order.
Ref. Doc. #	The reference document for the customer order.
Triggering Doc. Line #	The line # reference in the material request that caused the hold on the customer order.
Triggering Doc. Type	The type of the reference document that caused the hold on the customer order, such as Shop Work Order, Repair Order, Material Request, AME Ref. and Exchange Order.
Task Sequence	The sequence of execution of the task.
Task #	The task that must be executed in connection with the customer order.
Task Description	The description/short name of the task.
Rel / Rej. by	The department/entity that released the customer order/rejected the hold on the customer order.

Enter the following in the multiline.

Rel. / Rej. Date & Time	The date and time at which the customer order was released/the hold on the customer order was rejected..
Reason for Rel. / Rej.	The grounds for release of the customer order / rejection of the hold on the customer order. This field is mandatory for releasing orders. You must specify the reason for release here, if you have not specified the reason for release in the “Default Reasons” group box.
Approval #	The code identifying the release of the customer order.
Approval Date	The date on which the withheld customer order was released for further processing.

Select the check box of the order that you wish to hold/release/reject.
Select the “Hold” pushbutton to stop further processing of the order.

Note: The system displays details at each part level when the issue is put on hold.

The status of the customer order becomes “Hold”.

The system performs the following:

4 Releases the task and updates Hold Released By and Hold updates

4 Releases the hold applied on Material Issue. And updates Hold Release By and Released Date

Select the ”Release” pushbutton to allow further processing of the order.

The system performs the following:

4 The status of the customer order is reset to that prior to “Hold”.

4 Releases the hold applied on Material Release and updates the Hold Released by and Released Date Info.

Select the “Reject” pushbutton to remove the hold on the customer order.

The status of the customer order is reset to that prior to “Hold”.