Hold Reason#

A Hold Reason temporarily stops a Material from progressing through the manufacturing process. When a Material is on hold, it cannot move between Steps or Resources, and the system restricts most operations.

Use Hold Reasons for situations such as:

Quality investigations
Pending inspection results
Engineering review
Equipment calibration issues
Customer requests
Regulatory compliance

Warning

When a material is on hold:

It cannot move into or out of a Step or Resource.
It cannot continue normal manufacturing operations.
It cannot be consumed.
It can be released when the hold condition is resolved.
Its sub-materials are also placed on hold when the parent material is held.

Configure a Hold Reason#

Open the Reason module and create a new Reason.
Enter a name for the Hold Reason.
Select the Hold type.
Optionally select a category from ReasonCategory.
Optionally select a security Role. That Role restricts who can release Materials held for this Reason.
Enable Concurrent Instances if the same Reason should be applied multiple times to the same Material.
Optionally define the distribution list and select Create.

Assign the Hold Reason to the Coating Step.

Scenario 1: Hold a Single Material#

Open the Coating Step view and select the Engine Block H08-P9.002 Material.
Select Hold.
Select the Hold Reason and, if needed, enter a label, a comment, and a release code.
Confirm that the Release Role is filled automatically from the reason configuration, then select Hold.
Confirm that the Material shows the hold icon in the Step view.
Select the same Material and choose Release.
Try to release the Material without entering the release code.
Confirm that the system shows an error.
Go back, enter the release code used during the hold action, and release the Material.

You can also release the Material without the code if you have access to Special Release.

Scenario 2: Hold Multiple Materials#

Go to Quality > Material Holds.
Select Mass Hold.
Use the standard filters, or use the Source filter, and select Search.
Select several Materials and choose Next.

Materials can belong to different Steps, Flows, Products, or POs, but all involved Steps must have the same Hold Reason assigned.
Select one or more reasons and, if needed, enter a label, a comment, and a release code.
Confirm that the Release Role is filled automatically, then select Hold.
Confirm that the held lots appear in the grid.
Review the last column to see how many Hold Reasons are assigned to each Material.
To release the lots, select Mass Release.
Filter by label, for example vendor, and select Search.
Select one or more lots and choose Next.
Review the selected lots and their assigned Hold Reasons, then select Release.

Next page: Pause Reason.