Inventory Management IMHLTMNT Help - Elliott Business Software



Hold Transaction File Maintenance

Hold Transaction File Maintenance

 

Application Overview

 

This feature allows a user or salesman to reserve, (allocate), items without having to enter an order. 

Before this feature can be used, it must be defined (setup) in Global Setup System first. 

 

Run Instructions

 

I/M Main Menu Ò Maintenance Ò Hold Transaction File

 

 

 

Hold Transaction Entry Screen

 

 

Standard Options Available

 

  • Add
  • Change
  • Delete
  • List
  • Purge

 

 

When an item is put on hold, the system will allocate the quantity put on hold.  This hold quantity will appear as allocated when doing stock status inquiries, reports, entering orders, etc.  The expiration date serves as a flag for purging and does not automatically de-allocated the quantity.  It is crucial that the purge process be run daily to reflect accurate Qty. Available information.  This purge function should be set up as a daily-deferred process to eliminate the purge maintenance requirement.


 

Entry Field Descriptions

 

Name

Description

1.  Hold Transaction ID

F1 to default to next ID.  This is the identifier for Change, Delete, Purge, and reporting purposes.

2.  Hold Location

Enter the stocking location for item to be put on hold.

3.  Hold Item Number

Enter item number

4.  Hold Serial-Lot Number

Enter Serial-Lot number if applicable

5.  Hold Type

USR = User Allocation

SLM = Salesman Allocation

6.  Hold User ID

ID for person putting item on hold

7.  Hold Transaction Quantity

Quantity to be held

8.  Hold Transaction Date

Basically the start Date

9.  Hold Expiration Date

Defaults to the value in setup, but can be overridden

10. Hold Description

30 character field describing why item is being held

11.  Hold E-Mail Address

Defaults to User ID e-mail address and this user will be notified via e-mail when the expiration date occurs.

 

 

 

 

 

 

 



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