Release and Alter Holds

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Use this form to put AR invoices on hold, or to release invoices from hold, for example, to manage situations where there may be a dispute surrounding a customer or invoice value. 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 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 directly using AR Invoice Entry.

Invoices on hold will not be available to select in AR Receipt Entry, AR Credit Note Entry, or AR Journal Entry. If the assigned hold code is retained, the value of the held invoice will appear in the customer's Retention balance, which can be viewed on the Main tab within Customer Maintenance. The Aged Balance Report also has an option to include or exclude invoices that are on hold.

Transactions on hold are still updated to other modules where applicable, for example, FA, JC.

Customer Details

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

When the customer is selected, the table will populate with the customer's invoices using the filtering options selected. These include:

Show children

If the customer is a parent to one or more child customers, this option is available to show transactions for all child customers, 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 for the selected customer, regardless of the hold status.

Use the Select column to either select an invoice to put on hold (click box), or to release an invoice from hold.

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

• UT Hold Code Maintenance
• Customer Maintenance

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