Inventory Management IMHLTMNT Help - Elliott Business Software

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.