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Held - Orders held awaiting further input.

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titleHeld
This screen will show all the Orders that are on Hold.

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  • Each of these tabs corresponds to a different held reason

  • Double click on a row to open the Order on the screen where you can rectify any issues to take them off hold.

  • Orders show in bold until they have been opened on this screen.

Info

If the On Hold Reason is regarding Customs Duty and you do not think the Order should be trying to pay Customs Duty, please check whether the Pay Customs Duty field on the Order Options tab on the Order is set.

Held Order Reason Description

We use colours to distinguish different reasons for items being held, and Colour Key

 

those reasons are grouped into specific tabs within the main held order page.

However some fields will show the background colour code to indicate a hold reason.

A full list of the held reasons can be found in the expand section below

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titleColour Keys - expand to see the full list
Credit Limit.pngImage Modified

The Order has failed a Credit Limit Check.

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Customer Frozen.pngImage Modified

Customer is Frozen in your Company's accounts package.

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Deferment On Hold.pngImage Modified

 

 

 The Deferment account used with the Order has been Held

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Stock Clearance.pngImage Modified

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Order is clearing more than 50% of the sending Customer account's Stock.

Receiving UB Info Missing.pngImage Modified

 

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 Awaiting Underbond Consignee information.
 

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Receiving UB Trans Info Missing.pngImage Modified

Awaiting Underbond Transport information.

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Breaking Cases.pngImage Modified

 

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 Breaking Cases to obtain Bottles requires authorisation.

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DeliveryDates From VD Not available.pngImage Modified

The Order has been placed on hold because Delivery dates in VD are not yet available.

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HV Product.pngImage Modified

Failed the High-Value Product check.

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Manufactured quantity tolerance.pngImage Modified

Ordered vs Manufactured quantity tolerance warning.

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Pick Date Insufficient Time.pngImage Modified

 

The Order cannot be Picked in time for the booked/collection date provided.

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Reserve Authorisation.pngImage Modified

 

 

 

ReserveAuthorisation1.PNGImage Modified

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 Awaiting Reserve Account release authorisation.

  • Where Reserve Account release authorisation is required a button will show at the bottom of the screen.

    • When clicking on the button at the bottom of the order screen it will show a new screen for the user to authorise the release.  

    • You will need to tick the authorise checkbox and hit confirm. 
        

Destinated NON FC.pngImage Modified

 

 Destination Warehouse is not approved for Stock, not in Free Circulation.
 
 

Insufficient Stock.pngImage Modified

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 Insufficient stock for line(s) on this order.

Click the Avail button next to the issue line on your Order for more details. 
 

Product Attributes.pngImage Modified

 

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 Source and Destination Product Attributes do not match.

Receiving Customer FC.pngImage Modified

 

 Customer is not set up to store non-Free Circulation Stock.
 
 

Receiving Customer Info.pngImage Modified

 

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 Awaiting Receipt details for the Receiving Customer.
 
 

Receiving Customer Product Types.pngImage Modified

 

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 Receiving Customer is not permitted to use this Product Type.
 
 

User Held.pngImage Modified

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User clicked the Save and Hold button on the Order.

Held By VCIS.pngImage Modified

 

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 Order has been placed On Hold by a User on VCIS.

 

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  • In the screenshot below the Customer Code field is showing the Order is on Hold because the Customer Account is Credit Held.

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HV Release -

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releasing orders for picking which are high value

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Info

This is an optional additional module, if activated the items may end up in this area if the product groups is set to be a product group of HIGH VALUE

If an order has been placed for a Product that is in a High-Value Product Group “High Value” product group it will need Authorisation from authorisation before it is available for Picking.

HV Awaiting Authorising

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This tab is used to view and Authorise any orders that are on Hold for HV Product

  • You must have the correct permission to Authorise HV Release

When clicking on the Authorise button a pop message will list any reasons why the High-Value Order(s) cannot be processed.

  • Any Orders that are successfully processed will be removed from the results on this screen.

Info

You cannot make changes to the fields on the form only search and authorise.

Authorised HV Orders

This tab is used to show High-Value Orders that have already been successfully Authorised

Info

You Must enter the Customer, Site Code, Order Date, Authorised By and Authorised On

  • Order Date, Authorised By and Authorised on will default to the username of the person currently logged in and Name and Dates will default to today's date. 

In the list of the Orders that are on hold for HV, you will see a '+' symbol. Click this to see the Product Lines that are on the currently highlighted Order.

HV Group Maintenance

This tab will allow you to update the Product Group, Brand, and Vintage for a Product Codeon the form allows you to maintain which items are in a product group, and you can search for specific products based on a number of criteria and then set them into a HV group or remove them from the group.