The Clear Inventory Holds on Quotes module, explained below, can be run to automatically clear expired inventory holds. Once this feature is enabled, the Add or Change a Line Item screen will display Inventory option buttons at the bottom left of the screen as follows, provided a Work Qty amount was entered:
If there is available inventory for this item, you can click the Hold Inventory button. An Inventory Review screen will appear as follows:
All available inventory for this style will appear in the box above. Highlight the inventory you would like to reserve and then click the Hold button at the bottom right of the screen. The system will then return you to the previous screen, and that line's Status column will display Hold. You can continue to hold/assign additional inventory or exit the screen to return to the main Quote Maintenance screen. If inventory has been placed on hold in a Quote, the system will not allow you to close the Quote. The following message will prompt:
Once you hit the OK button, the prompt will disappear, and the cursor will return to the Quote Date field. You will need to enter back into the Add or Change a Line Items screen and click the UnHold Inventory button, and then you will be permitted to close the Quote. Also, if you put a hold on partial material, the system will display “Partial Hold” in the Status column indicating that the total inventory amount was not put on hold. You can then place a hold on more material or release the existing material.
There is another module titled Clear Inventory Holds on Quotes that can be used to clear all expired Quote holds based on the setup explained above. It can be accessed from the Sales Processing main menu. This module should be accessed daily to clear expired Holds and return material to available stock. When you have finished running this module, the system will print a listing of any material taken off the “Hold” status. When you enter this module, a Clear Expired Quote Inventory Holds screen will appear as follows:
Click the Run button to start the process. The system will search for expired Quote holds, clear them, and then produce a report on any cleared inventory holds.