Enhancement: Order Hold Audit Functionality
This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.
A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:
- Hold type
- User
- Specific order
- Transactions for a customer within a date range
- Other combinations
Additionally, the selected data can be printed if desired.