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George Moroses

Infor LX/BPCS Tips & Tricks for OPERATIONS: Track all order holds added & released

Enhancement: Order Hold Audit Functionality

This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.

A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:

  • Hold type
  • User
  • Specific order
  • Transactions for a customer within a date range
  • Other combinations

Additionally, the selected data can be printed if desired.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Note: The Blocked Operations (tisfc0540m000) session displays the blocked operations.

Introduction

Sometimes a problem occurs that must be solved before an operation proceeds. Examples of such situations are:

  • The quality of an intermediate product must first be inspected.
  • A machine is in repair.
  • A supplier cannot deliver an essential component in time.
  • A customer is late with its payments.

In these situations the operation can get the operation status Blocked.

An operation can be blocked:

  • Manually.
  • Automatically by Quality.

Blocking reasons

Every blocked operation must have a blocking reason. The blocking reason of a blocked operation has two purposes:

  • To indicate why the operation is blocked.
  • To determine which actions you can no longer perform on the operation.

Types of blocking

The following actions can be blocked by means of a blocking reason:

  • Reporting a quantity completed.
  • Reporting a quantity rejected.
  • Reporting a quantity to be inspected.
  • Reporting an operation completed.

You normally carry out these actions in the Report Operations Completed (tisfc0130m000) session.

You can define blocking reasons in the Blocking Reasons (tisfc2100m000) session.

Manual blocking

Use the Report Operations Completed (tisfc0130m000) session to block an operation. When you block an operation, you must also enter a blocking reason. If Quality has already blocked the operation, you can only enter a blocking reason, which is more restrictive than the blocking reason of Quality.

Blocking by Quality Managem

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