Order hold processing

Sterling Selling and Fulfillment Foundation allows for one or more hold types to be applied to an order. A hold type prevents an order from being processed by transactions that are associated with that hold type.

A hold can be in three different statuses:

Order Hold types can be applied in the following ways:

Independently of how the hold is applied, it is possible to specify a condition that determines whether or not the order should be put on hold. For example, you could want to only place orders with a specific payment status on hold. You can use the condition builder to do this on a hold type.

By default, all transactions are allowed to process an order or order line that is on hold. Using the Applications Manager, you can specify which transactions are prevented from processing an order that is in a particular hold type. Transactions that can be configured to not process orders on hold are known as hold type enabled transactions, and are defined at the document type level for a given enterprise. Custom transactions that are not derived from an abstract transaction are all hold type enabled.

Two transactions need to be configured to process orders or order lines that are in a hold type, and remove them from that hold: one for holds in created status, and one for holds in rejected status. Holds can be resolved manually, and it is possible to specify a set of user groups with the authorization to do so. That too is done at the document type level for a given enterprise in the Applications Manager. Additionally, based on a configuration rule, order approval holds can be resolved automatically when an order is changed.