Use this form to put accounts payable 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 Desktop has some pre-defined hold codes. You can set up your own hold codes on the Hold Code Maintenance form.
You cannot select invoices on hold on the AP Payment Entry form or using the Payment Selection process. You can review held invoices using the Invoices on Hold report. You can include or exclude invoices on hold from the Aged Balance Report. If the assigned hold code is retained, the value of the held invoice displays in the supplier's Retention balance. You can view the retention balance on the Main tab on the Supplier Maintenance form.
Note: Held transactions are still updated to other modules — for example, Fixed Assets or Job Costing.
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Supplier Details
Select the supplier of the invoices to review. You can use either the Code, Alpha, or Name to select the supplier.
When the supplier is selected, the table populates with the supplier's invoices using the filtering options selected.
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.