Hold Selection (APE240)

How to

Use this program to place documents not currently in the payment selection file on hold.

Documents on hold cannot be selected for payment by any of the payment selection programs. Documents with payments assigned cannot be placed on hold. You can enter any memo to appear on the Hold List and remove holds at any time. Documents on hold will remain on hold until someone removes the hold through this program.

Access this program by choosing Accounts Payable-->Payment & Hold Selection-->Hold Selection.

Use the following fields to place payments on hold status and to remove them from hold status:

1. Vendor

Enter the vendor number for hold selection. Press Enter (CR) to default to the first vendor on file. Press F2 or image\find_shg.gif to search. Press F3 or image\opendoc_shg.gifto access the hold document search, which allows you to search and display all vendors with documents on hold.

Note the
Vendor is on Hold checkbox (display-only) is selected for vendors placed on hold on the Miscellaneous tab of Vendor F/M (APF910).

The system displays all documents for the selected vendor in the browser in the lower portion of the screen. Document number, entry date, due date, hold status, memo and branch information is displays for each vendor document.

In the List From field, you can enter the document number to begin the display in the browser or you can select image\ex_allft.gif to display the first 9999 records for the vendor or image\excl_right.gif to display the next set of 9999 documents for the vendor.

You can highlight a document and then select the
Toggle Hold button to change the hold status from Yes to No. Note for Vendors with the Vendor is on Hold checkbox (display-only) selected, you can only place orders on hold.

 

2. Memo

When you change a hold status, the system displays the Enter Hold Memo dialog box. Enter the hold memo in the Memo field.

Press the
Next Vendor button to automatically enters the next vendor who has open documents.

Press
Done to exit the screen.

See Also

How to place documents on hold

How to delete document holds