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learning center  >  ORDERS  >  Order Actions Ribbon Group  >  Put on Hold and Remove From Hold

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Orders

Topics Discussed Below

Holding a Work Order

Viewing a Held Order

Releasing a Held Work Order

 

Put on Hold and Remove from Hold

You may need to place a work order on hold for various reasons. When you hold a work order, the work order will not affect any due dates that you have in place. Once you put a work order on hold, the order is moved from the Active Work Orders list and placed in the Held Orders list.

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Holding a Work Order

1. Click the Orders/Troubles menu.

2. Within the Navigation pane, click Orders and then All Active Orders.

3. A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:

· Within the search box, type any portion of the record and then click the magnifying glass.

· Click the Show All button.

4. Once the list opens, double-click the order number. A work order window opens.

5. Within the Order Actions ribbon group, click the Put On Hold button.

6. A message box displays allowing you to enter a reason why the work order is going on hold. Type the reason and click the OK button. The work order window closes.

7. To view a list of work orders currently on hold, click Orders and then Held Orders.

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Viewing a Held Work Order

1. Click the Orders/Troubles menu.

2. Within the Navigation pane, click Orders and then Held Orders.

3. Depending on the number of orders assigned to you, the list may not populate right away. To populate the list, do one of the following:

· Within the search box, type any portion of the record and then click the magnifying glass.

· Click the Show All button.

4. The Held Orders list populates with a list of work orders on hold.

5. To access the work order, double-click the order number. The Work Order window opens.

6. Directly below the ribbon is a yellow line, within the line, notice that the status has changed to OnHold with the reason the work order is on hold. Once you remove the work order from hold, the status changes to Open.

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Releasing a Held Work Order

1. Click the Orders/Troubles menu.

2. Within the Navigation pane, click Orders and then Held Orders.

3. A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:

· Within the search box, type any portion of the record and then click the magnifying glass.

· Click the Show All button.

4. Once the list opens, double-click the order number. A work order window opens.

5. Within the Order Actions ribbon group, click the Remove From Hold button.

6. A message box displays to allow you to enter a reason for removing the hold, entering a reason is optional. Type the reason and click the OK button.

7. The work order opens to the work center that was open when the order was held.

8. Within the Actions ribbon group, click the Save (save and stay) button to continue working with the order or click the Save & Close (save and exit) button to return to the Work Order list.

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