Difference between revisions of "How do I amend a document held record?"
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== 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}} | {{KB_Tags|supplier, invoice, receipts, document, hold, held, amend hold, payments, stop, amend held amount, held balance, hold record, edit hold}} | ||
| − | {{FAQ}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}} | + | {{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}} |
{{KB_Ref|GR56, PL04, SL04}} | {{KB_Ref|GR56, PL04, SL04}} | ||
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
