On hold logic - On Hold Start Date
Understand how the planned on hold start date field effects the on hold logic

The following guide outlines what happens when the ‘on hold start date’ is updated or defined.

On Hold Start Date decreased

When the On Hold Start date is decreased then all Jobs within the new On Hold Start Date and the Planned return/off-hold date that are in a Pending Allocation, Pending Dispatch, Dispatched and Ready status will be Cancelled with an Abort Reason of “Customer on Hold”

  • The Job Allocation record status will be changed to Deleted (Not Applicable to Pending Allocation)
  • A new “Resource” field (Look up to Resource) will be created on the Job and this will be populated with the Resource that was originally assigned to the Job (Not Applicable to Pending Allocation)
  • When the On Hold is removed, these Jobs will have a new Job Allocation record created for the Resource on the Job Record IF the resource is still Active. The Job will then be Pending Dispatch
  • If the resource is not active, the Job would be changed back to Pending allocation status.
  • In addition to the Active status, the custom settings selected  will be checked for conflicts – Unavailability, Resource Region (Primary or Secondary) = Job Region, Blacklisting, Activities, Job Conflicts.

On Hold Start Date increased

  • If the Planned return/off-hold date is NOT populated then all Jobs from the new On Hold Start Date and that are in a Pending Dispatch, Dispatched and Ready status will be changed to Pending Allocation (rules from ROH-2).
  • If the Planned return/off-hold date is populated, then all Jobs within the On Hold Start Date and the Planned return/off-hold date that are in a Pending Allocation, Pending Dispatch, Dispatched and Ready status will be Cancelled with an Abort Reason of “Customer on Hold” (rules from ROH-1).
  • When the On Hold Start date is increased then a Batch will run to identify those Jobs that are in a Pending Allocation, Pending Dispatch, Dispatched and Ready Status with a Scheduled Start Date less than the new Planned return/off-hold date
  • These Jobs will be Cancelled with an Abort Reason of “Customer on Hold”
  • The Job Allocation record deleted (Not Applicable to Pending Allocation)
  • The Resource will be populated on the Job (Not Applicable to Pending Allocation)
  • A batch will also run to identify those Jobs that have been Cancelled with an Abort Reason of Customer on Hold with a Scheduled Start Date less than then new On Hold Start date
  • These Jobs will have a new Job Allocation record created for the Resource on the Job Record. The Job will then be Pending Dispatch. These Jobs will have a new Job Allocation record created for the Resource on the Job Record IF the resource is still Active. The Job will then be Pending Dispatch.
  • If the resource is not active, the Job would be changed back to Pending allocation status.
  • In addition to the Active status, the custom settings selected will be checked for conflicts – Unavailability, Resource Region (Primary or Secondary) = Job Region, Blacklisting, Activities, Job Conflicts.
  • If the Job that was cancelled in a Pending Allocation status (had no resource attached to it), then these Jobs would be changed back to a Pending Allocation Status
  • The Abort Reason will be removed.

User Guide Details

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