Difference between revisions of "How do I amend a document held record?"
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== Summary == | == Summary == | ||
− | This article explains how to amend | + | This article explains how to amend hold records which have been placed against an invoice or credit. |
== More Information == | == More Information == | ||
− | Go to {{Menu|{{ | + | Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Document Holds}}. |
− | * | + | * Enter a piece of text from the hold record, e.g. a document number or customer or supplier name. |
− | * Click {{Button| | + | * Click {{Button|Search}}. |
− | * | + | Alternatively click {{Button|Advanced}}. |
− | + | * Select the {{DataPrompt|Ledger}}. | |
− | + | * Enter any other details to assist with your search then click {{Button|Search}}. | |
− | * | + | * Select the record to amend. |
+ | * Click {{Button|Edit}}. You may amend the {{DataPrompt|Held amount}}, {{DataPrompt|Expiry date}} and {{DataPrompt|Notes}}. | ||
+ | * Click {{Button|Done}} and {{Button|Accept}} the changes. | ||
+ | |||
+ | === From Receipts/Payments === | ||
+ | You may also amend a record whilst in {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}. | ||
+ | * Enter the customer/supplier account. | ||
+ | * Press {{Button|Select}}. | ||
+ | * Click on the document with the hold record to amend and press {{KeyPress|S-F2}}. | ||
+ | * Follow the instructions above to edit a hold record. | ||
== See also == | == See also == | ||
− | * [[How do I | + | * [[How do I put a customer\supplier invoice on hold?]] |
− | * [[How do I | + | * [[How do I take a customer\supplier invoice off hold?]] |
− | * [[Posting | + | * [[How do I review hold records?]] |
− | * [[Paying | + | * [[Posting payments received]] |
+ | * [[Paying suppliers]] | ||
+ | |||
+ | {{KB_Tags|supplier, invoice, receipts, document, hold, held, amend hold, payments, stop, amend held amount, held balance, hold record, edit hold}} | ||
+ | {{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}} | ||
− | + | {{KB_Ref|GR56, PL04, SL04}} | |
− | |||
− | {{KB_Ref| |
Latest revision as of 14:54, 10 February 2022
Summary
This article explains how to amend hold records which have been placed against an invoice or credit.
More Information
Go to " Reports & Settings Maintenance Options Add or Edit Document Holds".
- Enter a piece of text from the hold record, e.g. a document number or customer or supplier name.
- Click [Search].
Alternatively click [Advanced].
- Select the "Ledger".
- Enter any other details to assist with your search then click [Search].
- Select the record to amend.
- Click [Edit]. You may amend the "Held amount", "Expiry date" and "Notes".
- Click [Done] and [Accept] the changes.
From Receipts/Payments
You may also amend a record whilst in " Sales Ledger Receipts" or " Purchase Ledger Payments".
- Enter the customer/supplier account.
- Press [Select].
- Click on the document with the hold record to amend and press <Shift+F2>.
- Follow the instructions above to edit a hold record.
See also
- How do I put a customer\supplier invoice on hold?
- How do I take a customer\supplier invoice off hold?
- How do I review hold records?
- Posting payments received
- Paying suppliers
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Tags
GR56, PL04, SL04