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Change Hold Status - Open Trade Items

Change Hold Status - Open Trade Items

To change the hold status of open trade items, then first open the 'Open Trade Item' page.

Find and run the action 'Change Hold Status' on the ribbon.

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The new status is entered in the 'Options' tab on the request page; 'New Hold Status', 'Reason Code', 'Comment'.

In the 'Open Trade Item' tab the user applies filters to the trade items subject to change.

To prevent mistakes, it is mandatory to enter the current 'Hold Status' on the 'Open Trade Item' tab and the 'New Hold Status' on the 'Options' tab.

image-20240807-133620.png

Then confirm 'OK' to complete the changes.

Now the 'Hold Status' for the trade item has been changed from 'QA Hold' to 'Manual Release (QA)'. The line is now in normal font, as the Hold Type 'Manual Release (QA)' means that the trade item is "free stock".

The history of status changes (including a 'Reason Code') can be looked up for each individual trade items by running the 'Comment' action in the ribbon.

 

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