Release and Alter Holds

---

Use this form to put AP invoices on hold, or to release invoices from hold. Examples of transactions on hold include those that are under dispute, or are being used as retention against work in progress. The total value of a transaction can be held, or just a portion of the balance, for example, you can hold just one or several lines of the transaction. Greentree has some pre-defined hold codes, but you can set up your own hold codes in UT Hold Code Maintenance.

Invoices can also be put on hold using AP Invoice Entry.

Invoices on hold will not be available to select in AP Payment Entry, or using the Payment Selection process. Held invoices can be reviewed using the Invoices on Hold Report. The Aged Balance Report also has an option to include or exclude invoices that are on hold. If the assigned hold code is retained, the value of the held invoice will appear in the supplier's Retention balance, which can be viewed on the Main tab within Supplier Maintenance.

Held transactions are still updated to other modules where applicable, for example, FA, JC.

Supplier Details

Select the supplier of the invoices you want to review. You can use either the Code, Alpha, or Name to select the supplier.

When the supplier is selected, the table will populate with the supplier's invoices using the filtering options selected.

Show children

If the supplier is a parent it is assigned as a parent to one or more child suppliers), you can show transactions for all child suppliers, rather than just the parent invoices.

Show futures

Select this option to display future-dated transactions in the table for selection those not yet due for payment).

Holds only

Select this option to display only invoices that are currently on hold.

No holds only

Select this option to display only invoices that are not currently on hold.

All transactions

Select this option to display all invoices, regardless of the hold status.

Use the Select column to either select an invoice to put on hold or to release an invoice from hold.

Click the Save icon to save the selections and run hold status updates.

• UT Hold Code Maintenance
• AP Invoice Header
• Supplier Maintenance

---