Difference between revisions of "How do I take a customer\supplier invoice off hold?"

From Catalyst
Jump to: navigation, search
m
(→‎See also)
 
(12 intermediate revisions by 4 users not shown)
Line 1: Line 1:
 
== Summary ==
 
== Summary ==
−
This article explains how to remove a Document Hold.
+
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|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}.
+
Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Document Holds}}.
−
* Enter the {{DataPrompt|Customer:}} or {{DataPrompt|Supplier:}} you need to do the allocation on and select {{Button|Select}}.
+
* Enter a piece of text from the hold record e.g. a document number or customer or supplier name.
−
* Move to the "Document" that you want to "Take off Hold" and {{KeyPress|S-F2}} for the {{Menu|Document Holds}} screen.
+
* Click {{Button|Search}}.
−
* Select the hold to remove and press {{KeyPress|F10}}.
+
Alternatively click {{Button|Advanced}}.
−
* Select {{Button|Yes}} at {{DataPrompt|Are you sure you wish to delete?}}.
+
* 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.
  
−
You will now be able to pay off the invoice as required.
+
=== 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 ==
−
*[[How do I Put a Customer\Supplier Invoice on Hold?]]
+
* [[How do I put a customer\supplier invoice on hold?]]
−
*[[Posting Payments Received|Paying off Customer Accounts]]
+
* [[ How do I Amend a Held Record?]]
−
*[[Paying Suppliers]]
+
* [[How do I review hold records?]]
 +
* [[Posting payments received]]
 +
* [[Paying suppliers]]
  
−
{{FAQ}}{{KB_Tags|Supplier, Invoice, receipts, Document, hold}}{{KB_SL}}{{KB_PL}}{{ZN_Accounts}}
+
{{KB_Tags|supplier, invoice, receipts, document, hold, held, remove hold, payments, stop}}
−
{{KB_Ref|SL04, PL04, GR56}}
+
{{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}
 +
 
 +
{{KB_Ref|GR56, PL04, SL04}}

Latest revision as of 14:54, 10 February 2022

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
supplier, invoice, receipts, document, hold, held, remove hold, payments, stop
Tags

GR56, PL04, SL04

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_take_a_customer%5Csupplier_invoice_off_hold%3F&oldid=43327"