WHS2050

The Hold/Release Stock screen is used to place stock on hold and release stock within the warehouse.

The Hold/Release Stock screen is located in the Stock Movements folder.

The following document covers how to place stock on hold and release stock.

Placing Stock On Hold

There are 3 required fields:

• Transaction Type – Choose 'Hold'.
• Employee Code – Enter the relevant employee code. You can use a lookup.
• Selection - a drop-down list of selection criteria, which will determine what you enter in order to find the stock to place on hold:
  • Product
  • Customer Pallet
  • System Pallet
  • Customer Batch
  • System Rotation Number
  • Location
  • Location Range
  • Manufactured Date
  • Product/Sell-by Date Range

Once all the relevant data has been entered, press the Find button.

The system will now display the relevant quantities that can be placed on hold.

This table is configurable as to what is displayed. You can press the Configure button to do this (which will show screen WHS0909). The table is also scrollable horizontally to show more data.

There are now several options. You can either place every pallet on hold, select several specific pallets, or hold a single pallet.

Place On Hold All Pallets

If you wish to place all the pallets on hold, press the 'Hold All' button.

Once the button has been pressed, a pop-up form will appear (see screen shot below).

Enter the reason code for the hold. Using the list of values will display all relevant codes. This is the only field that is mandatory, all other fields are optional.

Press the Confirm button to continue.

Note you can press Abandon to cancel this request and return to the list of available stock to hold.

The system will now display a message.

Click OK and the list of available stock will be shown again. There are no longer any pallets in the list to be held, as they are all now held.

Note: Alternatively, you can choose to Check All, and click Hold Checked instead - this will have a similar result. See the following section for more details.

Place Several Pallets On Hold

Check the lines that you wish to hold, then click the Hold Checked button.

Once the button has been pressed, a pop-up form will appear as before. Enter the reason code for the hold. Using the list of values will display all relevant codes. This is the only field that is mandatory, all other fields are optional.

Press the Confirm button to continue.

Note you can press Abandon to cancel this request and return to the list of available stock to hold.

The system will now display a confirmation message.

Click OK and the list of available stock will be shown again. The pallets that were just held are no longer visible on this form, as they are now held.

Place On Hold a Single Pallet or Part Pallet

Select the line of the pallet you wish to place on hold.

Press the Hold Line button. A new screen will now be displayed.

Enter the quantity you wish to place on hold. This can either be the full pallet or part of the pallet. In this instance we will place the total pallet quantity on hold.

After entering the quantity, enter a relevant reason code. The list of values will display the valid reason codes.

Enter the review date and time. Press the tab button to default to today's date and time.

A note can be entered if you wish to place text against the hold. Press the tab button to move to the next field.

A message will now be displayed asking whether you wish to continue with the hold.

Press the Yes button to confirm the hold. A further confirmation message will be displayed that the hold has ben successful, as before.

Click OK and the list of available stock will be shown again. The pallet that was just held is no longer visible on this form, as it is now held.

Note: If you only hold part of the quantity on the pallet in the previous steps, then the pallet will still be visible in this form, but now showing only what quantity is available to be placed on hold.

Releasing from Hold

The exact process for both part and full pallet are used to release stock from hold. In this case, you will be prompted with buttons stating 'Release' rather than 'Hold'.