Difference between revisions of "How do I take a customer\supplier invoice off hold?"
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Katy Kitchen (talk | contribs) |
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− | {{ | + | {{Review}} |
== Summary == | == Summary == | ||
− | This article explains how to remove a | + | This article explains how to remove a a hold record which has 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 the | + | * Enter a piece of text from the hold record e.g. a document number or customer or supplier name. |
− | * | + | * Click {{Button|Search}}. |
− | * | + | Alternatively click {{Button|Advanced}}. |
− | * Select the | + | * Select the {{DataPrompt|Ledger}}. |
− | + | * Enter any other details to assist with your search then click {{Button|Search}}. | |
+ | * Select the record to remove. | ||
+ | * Click {{Button|Remove}} and choose {{Button|Yes}} to confirm. This ''does not'' remove the document itself. | ||
− | + | === From Receipts/Payments === | |
+ | You may also remove 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 remove a hold record. | ||
== See also == | == See also == |
Revision as of 10:08, 21 May 2018
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Summary
This article explains how to remove 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 remove.
- Click [Remove] and choose [Yes] to confirm. This does not remove the document itself.
From Receipts/Payments
You may also remove 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 remove a hold record.
See also
- How do I Put a Customer\Supplier Invoice on Hold?
- How do I Amend a Held Record?
- Posting Payments Received
- Paying Suppliers
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Tags
SL04, PL04, GR56