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 hold records which have 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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* 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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=== 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 edit a hold record.
  
 
== See also ==
 
== See also ==
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* [[How do I Put a Customer\Supplier Invoice on Hold?]]
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* [[How do I put a customer\supplier invoice on hold?]]
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* [[How do I Take a Customer\Supplier Invoice off Hold?]]
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* [[How do I take a customer\supplier invoice off hold?]]
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* [[Posting Payments Received]]
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* [[How do I review hold records?]]
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* [[Paying Suppliers]]
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* [[Posting payments received]]
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* [[Paying suppliers]]
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{{KB_Tags|supplier, invoice, receipts, document, hold, held, amend hold, payments, stop, amend held amount, held balance, hold record, edit hold}}
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{{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}
  
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{{FAQ}}{{KB_Tags|Supplier, Invoice, receipts, Document, hold, held, amend hold, payments, stop, amend held amount, held balance, hold record, edit hold}}
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{{KB_Ref|GR56, PL04, SL04}}
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{{KB_SL}}{{KB_PL}}{{ZN_Accounts}}
 
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{{KB_Ref|SL04, PL04, GR56}}
 

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


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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

GR56, PL04, SL04

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