Sales Order Hold

I’m trying to enter a Sales Order and place it on hold (Orderhed.OrderHold). Unfortunately, that really does not place the order on hold. I don’t want MRP to see it and I don’t want production to build it. Is there another hold somewhere? Credit hold can stop shipments, I want to stop building it.

If you want the order line to be placed but you don’t want MRP to see it
you can unfirm the release for that order line. That will keep MRP from
producing a suggestion for the line

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)
| www.capstoneap.com

So, a BPM that will make everything unfirm if the order is on hold maybe. But production will still see it and can create a job and make it. I think Epicor suggested making the due date way out in the future. We want new customer orders and ones with pre-pay terms to be hidden from MRP and production until taken off credit hold. I see no good choices.

OK, how’s this: a BPM that will make all releases unfirm if OrderHed.OrderHold is true. That takes care of MRP and shipping. I would then need a second BPM that would stop me from manually creating a MTO job for an order that was on hold or a release that was unfirm. Finally, an updateable dashboard for the credit manager to use to take orders off hold and firm releases.

Anyone done something similar?

We do that it works well.

Yes we have done this and what you are saying is correct for both the MRP
and MTO jobs

I haven’t done the updateable dashboard to change the releases to firm but
that should not be an issue

Keep in mind also that MRP/MTO Order Wizard will not create jobs if there
is no quantity on the sales order line or, there is no ship date

You may find it easier to just manipulate quantities or ship dates instead
of using the BPM on the firm releases

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)
| www.capstoneap.com

Does anyone have directions or code on how they setup the directive to change the FirmRelease flag on the Order Release records?