On Holds are used to temporarily suspend a transaction and are the default Transaction Type used to save transactions that are not fully tendered (as defined by the Quick Save parameter, located on the Sales Manager Entry Parameters screen). For example, while entering a new sale, the [Shift]+[F10] - Quick Save feature may be used to quickly place the transaction in progress "On Hold" allowing a different transaction to be processed until the Customer is ready to complete the transaction. The On Hold transaction may be accessed for completion using the [Ctrl]+[Home] Quick Load feature. If the Clerk attempts to save a transaction that has not been fully tendered but would otherwise be saved as (or converted to) a Sales Invoice, they are prompted to save the transaction as an On Hold. If On Hold is not appropriate, payments may be entered or the transaction may be manually converted to an alternate Transaction Type.
The
On Hold Transaction Type may be disabled but cannot be renamed. No minimum payment is required, but can be set if desired. When On Hold transactions are saved, the Quantity On Hand (QOH) and Quantity Allocated on Inventory database records is updated. Once payment has been received, On Holds automatically convert to a Sales Invoices but may be set to automatically convert to other Transaction Types by changing the Convert To Save Parameter. On Holds may also be set to manually convert to other Transaction Types by changing the Manual Conversion To: Save Parameter. On Holds always use the current date for calculating sales tax.
Setup Screen Default Settings - Setting / Default / Status:
Enabled / ON / May be changed
Name / On Hold / Permanent
Menu Name / On &Hold / May be changed
Short Name / On Hold / Permanent
Abbreviation / HOLD / May be changed
Description / Sale temporarily placed on hold for later completion / May be changed
Next Number From / Sales Invoice / May be changed
Data File / KSTRHOLD.DAT / May be changed
Save Payments To This File / OFF / May be changed
Directory / NULL / May be changed
GL Payment Posting / Non-Posting / May be changed
Hot Key / [Ctrl]+[H] / May be changed
Security Levels /see Default Sales Transactions Security Levels
Entry Parameter Default Settings - Setting / Default / Status:
Qty Only / ON - Qty / May be changed
OnOrd/Ship / OFF - OnOrd Ship / May be changed
TotQ/TShip / ON - TotQty TotShp / May be changed
List/MrkDn / OFF - Mark-Down / May be changed
Cost Profit / OFF - Profit / May be changed
Default Mode / Qty Only / May be changed
OnOrd To Shipped / Never / May be changed
OnOrd/Ship - Display Ship Totals / Not Available / N/A
Auto-Fill Shipped Qty On New Lines / ON / May be changed
Auto-Fill Shipped Qty On New Edit / OFF / May be changed
Detail Box / Department Totals / May be changed
Disable Customer Display / OFF / May be changed
Customer History - Start Date / 0 / May be changed
Customer History - Show on Customer History Screen / ON / May be changed
Customer History - Warn if Existing Transaction / ON / May be changed
Customer History - Load Customer Line Item History / ON / May be changed
Customer History - Warn if Item on Existing Transaction / ON / May be changed
Complete Sale Parameter Default Settings - Setting / Default / Status:
Fields to be displayed:
Order Number / ON / May be changed
Salesperson / ON / May be changed
Discount / ON / May be changed
Shipping / ON / May be changed
Editable Tax / OFF / May be changed
On Account / ON / May be changed
Payments / ON / May be changed
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Default Entry Fields (to which the cursor automatically navigates):
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Order Number / OFF / May be changed
Salesperson / OFF / May be changed
Discount / OFF / May be changed
Shipping / OFF / May be changed
Prompt for Payment / ON / May be changed
Select Payment / ON / May be changed
Edit Pay Date / OFF / May be changed
Confirm Totals / OFF / May be changed
Support Print Immediately / ON / May be changed
Other Complete Sale Parameters:
Allow Credit Payments / ON / May be changed
Min Payment / 0% / Permanent
Don't Give Back Change / OFF / May be changed
Give Change On Partial Shipment / OFF / May be changed
Update Parameter Default Settings - Setting / Default / Status:
QOH / ON / May be changed
Qty Allocated / ON / May be changed
Qty On Layaway / OFF / May be changed
Total Sold / OFF / May be changed
Last Sold / ON / May be changed
Last Shipped / OFF / May be changed
Amount Due / OFF / May be changed
Total Purchased / OFF / May be changed
Last Purchase Date / OFF / May be changed
Back Order List / OFF / May be changed
Save Parameter Default Settings - Setting / Default / Status:
Convert When / Always /
Permanent
Convert To / Sales Invoice / May be changed
Prompt Before Converting / OFF / May be changed
Keep Number When Converted / OFF / May be changed
Don't Save Shipped Qty / Not Available / N/A
Copy Shipped Items to New Sale / Not Available / N/A
Print New Invoice / Not Available / N/A
Delete Filled Line Items / Not Available / N/A
Delete Completed Transaction / Not Available / N/A
Archive To / None / May be changed
Reload Prices When Editing / ON / May be changed
Reload Avg Cost When Editing / ON / May be changed
Use Current Date For Sales Tax / ON / May be changed
Rev Trans - Tax On Orig Date / OFF / May be changed
Recalc Shipping When Editing / OFF / May be changed
Ignore Purge Immediately / OFF / May be changed
Manual Conversion To: (based on Transaction Type that have been Enabled)
Sales Invoice / ON / May be changed
Layaway / ON / May be changed
Sales Order / ON / May be changed
Quote / ON / May be changed
On Hold / Not Avaailable / N/A
Rental / ON / May be changed
Gift Registry / ON / May be changed
Special Order / ON / May be changed
Service Order / ON / May be changed
Recurring Charges / ON / May be changed
Not Used / ON / May be changed
Archives / ON / May be changed
See:
Sales Transaction Types - Setup Screen
Configuration Manager Contents