Margin Hold Management

Menu Path: Customer Service $Images\bluerarw.gif$ Order Processing $Images\bluerarw.gif$ Order Release $Images\bluerarw.gif$ Margin Hold Management

Purpose

Review, release, and edit orders on margin hold.

Overview

Use Margin Hold Management to review, edit, and release orders that have been placed on margin hold.

Note An order will not be released for fulfillment if there are any lines on margin hold.

A product can be set up for gross margin testing on the Selling tab in Product Maintenance by selecting the Place on Hold radio button, and entering a minimum and maximum margin percentage in the Min Sales Margin % and Max Sales Margin % fields. For more information, see Gross Margin Testing FAQ.

Example Product A’s cost is $10, and margins are assigned as minimum = 15%, maximum = 55%. This implies Product A should not be sold below the minimum ($11.76 or less) or above the maximum ($22.22 or more).

In Order Entry, Product A is sold at a price that is either above or below the stated margin percentages. The order entry person accepts the warning messages indicating Product A’s margin fell below the acceptable minimum, or is above the acceptable maximum and continues to process the order. The order is placed on margin hold.

Releasing Orders from Margin Hold

To release an order from margin hold:

Enter an order number in the Order Number field.
Click a line item you want to release, and click the Release Item button in the ribbon, or click the Release All button in the ribbon to release all line items. The line item or order is released from margin hold.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Margin Hold Management window.
Show Data	Click this button to refresh data in the Line Items grid.
Release All	Click this button to release all line items from margin hold.
Release Item	Click this button to release the selected line item from margin hold.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected line item.
Edit Order	Click this button to display Order Edit, which allows you to edit the order entered in the Order Number field. This provides you with the opportunity to correct any erroneous prices that may have been entered on the order, which led to it being placed on margin hold. If the price corrections satisfy the margin minimum and/or maximum limits, the line items that were corrected will no longer display in Margin Hold Management. If the corrections do not satisfy the margin limits, a dialog box will appear stating that the order is on margin hold and the line items will remain displayed in Margin Hold Management. Note If you are not authorized to use Order Edit, the Order Entry window appears instead, and allows you to view and update information for the order. If you are not authorized to use Order Edit or Order Entry, the Order Inquiry window appears instead, and allows you to view order information for the order.
Order Inquiry	Click this button to display Order Edit, which allows you to review the order entered in the Order Number field. Note If you are not authorized to use Order Edit, the Order Entry window appears instead, and allows you to view and update information for the order. If you are not authorized to use Order Edit or Order Entry, the Order Inquiry window appears instead, and allows you to view order information for the order.

Inquiry Tab Fields and Buttons

Field or Button	Description
Order Number	Enter the order number that is on margin hold, or click the Lookup button to select an order.
Customer Code	This field displays the customer code for the order entered in the Order Number field.
Name	This field displays the customer name for the order entered in the Order Number field.
Phone	This field displays the customer phone number for the order entered in the Order Number field.
Currency	This field displays the currency of the order entered in the Order Number field.
Sales Representative	This field displays the sales representative for the order entered in the Order Number field.
Days on Hold	This field displays the number of days the order entered in the Order Number field has been on margin hold. This is calculated as the number of days between the date the order was placed on hold and the current date.
Order Date	This field displays the order date for the order entered in the Order Number field.
Line Items	This grid displays line items on hold for the order entered in the Order Number field. For each line item, the actual, minimum, and maximum margin percentages are displayed.