Difference between revisions of "How do I amend a document held record?"

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== Summary ==
 
== Summary ==
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This article explains how to amend a Document Hold.
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This article explains how to amend a a hold record which has been placed against an invoice or credit.
  
 
== More Information ==
 
== More Information ==
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Go to {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}.
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Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Document Holds}}.
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* Enter the {{DataPrompt|Customer}} or {{DataPrompt|Supplier}} Account Code or [[Do I have to remember all these Account Codes?|search]] for their account code.
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* Enter a piece of text from the hold record e.g. a document number or customer or supplier name.
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* Click {{Button|Select}} to bring up all outstanding documents or if you know the document number, enter it here and click {{Button|Select}}.  
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* Click {{Button|Search}}.
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* Move to the Document for which you want to amend the hold record and press {{KeyPress|S-F2}}.
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Alternatively click {{Button|Advanced}}.
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* Select the hold record to amend and press {{KeyPress|F5}}.
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* Select the {{DataPrompt|Ledger}}.
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* Make your amendments then press {{Button|Done}} and {{Button|Accept}} the change.  
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* Enter any other details to assist with your search then click {{Button|Search}}.
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* Select the record to amend.
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** To edit a record click {{Button|Edit}}. You may amend the {{DataPrompt|Held amount}}, {{DataPrompt|Expiry date}} and {{DataPrompt|Notes}}.
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*** Click {{Button|Done}} and {{Button|Accept}} the changes.
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** To delete a record click {{Button|Remove}} and choose {{Button|Yes}} to confirm. This ''does not'' remove the document itself.  
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=== From Receipts/Payments ===
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You may also amend a record whilst in {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}.
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* Enter the customer/supplier account.
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* Press {{Button|Select}}.
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* Click on the document with the hold record to amend and press {{KeyPress|S-F2}}.
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* Follow the instructions above to amend or remove a hold record.
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== See also ==
 
== See also ==

Revision as of 09:51, 21 May 2018

 This article or section is under review.
Be aware: Content may change as the document is reviewed.

Summary

This article explains how to amend a a hold record which has 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.
    • To edit a record click [Edit]. You may amend the "Held amount", "Expiry date" and "Notes".
      • Click [Done] and [Accept] the changes.
    • To delete a record click [Remove] and choose [Yes] to confirm. This does not remove the document itself.

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 amend or remove a hold record.


See also


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Keywords AND Misspellings
Supplier, Invoice, receipts, Document, hold, held, amend hold, payments, stop, amend held amount, held balance, hold record, edit hold
Tags

SL04, PL04, GR56

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