Part Hold - accept sales orders

Epicor ERP 10
1

We would like to use the Part Hold(Part.OnHold) flag to prevent shipping out products with quality issues. The standard features are very close to what we want, but the problem is it prevents our sales team from entering new sales orders which we don’t want(they tell us to remove the hold so they can enter the order, then we have to remember to put the hold back on). This has been an annoyance, but we’re integrating with a web portal so this will be a show stopper(website will get an error attempting to create a sales order if a part is on hold).

Are we best off creating a new custom field and writing our own BPMs for desired behavior?

2

Base functionality like you said will prevent you from creating new demand for that part if on hold.
I don’t see anything in the company config to override either, so I’d prob. go custom.

3

Do you have the basic Quality module? With that you can nonconform the parts which puts them on hold then pass them back to inventory (or a job) when ready to ship.