Creating Hold Tracking Events

Users can track when a hold is created/released/closed under the Tracking Events tab on Order Line. The Tracking event is created whenever a Hold is:

  • Created

  • Assigned

  • Released

  • Reopened

  • Overridden

Complete the following steps to create a hold tracking event:

  1. From the Order Mgmt menu, select Purchase Order and then Search POs.

  2. Enter the required filters and click Search.

    images/download/attachments/117748640/image2018-11-15_12-18-29-version-1-modificationdate-1679081420000-api-v2.png



    The list of orders is displayed.

    images/download/attachments/117748640/image2018-11-15_12-20-3-version-1-modificationdate-1679081420000-api-v2.png



  3. Click an Order link. The order details page is displayed.

    images/download/attachments/117748640/image2018-11-15_12-24-24-version-1-modificationdate-1679081419000-api-v2.png



  4. Select the Holds tab.

    images/download/attachments/117748640/hi-version-1-modificationdate-1679081419000-api-v2.png



  5. Click the Add Hold button. The Create Hold pop-up window appears.

    images/download/attachments/117748640/image2018-11-15_12-27-51-version-1-modificationdate-1679081419000-api-v2.png



  6. Enter the details and click Submit. The hold appears on the Holds tab.

    images/download/attachments/117748640/image2018-11-15_12-29-9-version-1-modificationdate-1679081419000-api-v2.png



  7. Click the Tracking tab on the Lines. The tracking event for hold creation is displayed.

    images/download/attachments/117748640/image2018-11-15_12-30-28-version-1-modificationdate-1679081419000-api-v2.png



Note

Similar tracking events are generated for Holds that are Assigned, Released, Reopened and Overridden.