Difference between revisions of "How do I amend a document held record?"
From Catalyst
Katy Kitchen (talk | contribs) |
Katy Kitchen (talk | contribs) (→See also) |
||
(9 intermediate revisions by 4 users not shown) | |||
Line 1: | Line 1: | ||
− | |||
== 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|{{RP}}|Maintenance Options|Add or Edit Document Holds}}. | 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. | + | * Enter a piece of text from the hold record, e.g. a document number or customer or supplier name. |
* Click {{Button|Search}}. | * Click {{Button|Search}}. | ||
Alternatively click {{Button|Advanced}}. | Alternatively click {{Button|Advanced}}. | ||
* Select the {{DataPrompt|Ledger}}. | * Select the {{DataPrompt|Ledger}}. | ||
− | * Enter any other details to assist with your search then click {{Button|Search}}. | + | * Enter any other details to assist with your search then click {{Button|Search}}. |
* Select the record to amend. | * 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 === | === From Receipts/Payments === | ||
Line 20: | Line 18: | ||
* Press {{Button|Select}}. | * Press {{Button|Select}}. | ||
* Click on the document with the hold record to amend and press {{KeyPress|S-F2}}. | * Click on the document with the hold record to amend and press {{KeyPress|S-F2}}. | ||
− | * Follow the instructions above to | + | * 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]] | ||
− | + | {{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
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
GR56, PL04, SL04