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You can also set up Hold Reason Codes without “hold” implications for information only purposes

Benefits:

  • Ability to hold all activity by assigning a single hold code
  • Ability to continue setting up new work orders, place them on holdApplying a hard hold code provides the ability to place all work on hold and prevent setup of new work orders
  • Applying a soft hold code provides the ability to place all current work on hold, but allow the set up of new work orders
  • Ability to place customers on hold for information purposes only, and not place any jobs/work orders on hold or interrupt operations

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  • Billing & Accounts Receivable > Setup > Customer Hold Reason Codes

Video:

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