SyteLine Quality Hold and Release Process Configuration
Quality holds in Infor SyteLine prevent suspect or non-conforming material from being consumed in production or shipped to customers. The hold mechanism uses inventory status codes and dedicated quarantine locations to segregate material while investigation and disposition occur. Properly configured quality holds are a critical compliance requirement for FDA-regulated, aerospace, and automotive manufacturers operating under cGMP, AS9100, or IATF 16949.
Hold Reason and Status Code Configuration
Define hold reasons and inventory status codes that restrict material availability while maintaining inventory visibility. SyteLine's inventory status framework on the Items form and Location form controls which inventory transactions are permitted for held material. Configure status codes on the Inventory Status Codes form (menu path: Inventory > Setup > Inventory Status Codes) to create a controlled hold/release framework.
- Create inventory status codes for quality holds (QC Hold, MRB Hold, Customer Return Hold, Recall Hold) on the Inventory Status Codes form
- Configure status code restrictions to block consumption, transfer, and shipment transactions while allowing inspection and disposition entries
- Set up dedicated quarantine locations per warehouse in the SLLocations table with restricted status codes preventing accidental use of held material
- Define hold reason codes on the Reason Codes form linking to status codes for standardized hold initiation and audit trail documentation
- Enable automatic hold application on incoming material by setting the default receiving status to QC Hold on items requiring incoming inspection
Hold Initiation and Investigation Workflow
Quality holds can be initiated automatically (inspection failures, SPC alerts) or manually (production floor observations, customer complaints). Configure workflow rules to enforce investigation requirements before material can be released from hold. The hold workflow should capture who placed the hold, why, and what investigation steps must be completed before release.
- Configure automatic hold triggers from inspection failures that change inventory status to QC Hold and create NCR records simultaneously
- Set up manual hold capability for quality engineers and supervisors on the Inventory Transactions form with mandatory reason code entry
- Enable lot-level hold functionality that quarantines all inventory with a specific lot number across multiple locations and warehouses
- Configure investigation checklists on the NCR form linked to hold reasons defining required analysis steps before disposition is permitted
- Set up hold notification workflows alerting production planning and customer service when held material affects scheduled orders or shipments
Release Authorization and Audit Trail
Releasing material from quality hold requires authorized approval and documented justification. Configure release workflows with role-based authorization levels and mandatory release reason documentation. SyteLine's inventory status change log provides the audit trail for regulatory compliance, recording who changed the status, when, and why.
- Configure role-based release authorization requiring quality engineer approval for standard releases and quality manager for use-as-is dispositions
- Set up release reason documentation as a mandatory field when changing inventory status from any hold code to available status
- Enable electronic signature capture on hold release transactions for FDA 21 CFR Part 11 compliance in regulated manufacturing environments
- Configure inventory status change history logging in the SLInventoryTransactionHistory table for complete audit trail of all hold/release events
- Set up periodic hold review reports listing all material currently on hold with aging analysis to prevent indefinite quarantine situations
Secure your quality compliance with robust SyteLine hold management—contact our regulatory compliance specialists.
Related Resources
SyteLine Non-Conformance Management Guide
Configure SyteLine non-conformance report tracking and disposition workflows. Set up NCR creation, investigation, and resolution processes in CloudSuite Industrial.
Infor SyteLineSyteLine Quality Management System Setup
Configure the SyteLine Quality Management System module for manufacturing compliance. Set up inspection plans, NCR tracking, and CAPA workflows in CloudSuite.
Infor SyteLineSyteLine ISO 9001 ERP Compliance Guide
Map ISO 9001:2015 requirements to SyteLine ERP capabilities. Configure document control, management review data, and audit trail features in CloudSuite Industrial.