Difference between revisions of "How do I take a customer\supplier invoice off hold?"
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== 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 remove. | * Select the record to remove. | ||
| − | * Click {{Button|Remove}} and choose {{Button|Yes}} to confirm. This ''does not'' remove the document itself. | + | * Click {{Button|Remove}} and choose {{Button|Yes}} to confirm. This ''does not'' remove the document itself. |
=== From Receipts/Payments === | === From Receipts/Payments === | ||
| Line 20: | Line 20: | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I put a customer\supplier invoice on hold?]] |
* [[ How do I Amend a Held Record?]] | * [[ How do I Amend a Held Record?]] | ||
| − | * [[Posting | + | * [[How do I review hold records?]] |
| − | * [[Paying | + | * [[Posting payments received]] |
| + | * [[Paying suppliers]] | ||
| − | + | {{KB_Tags|supplier, invoice, receipts, document, hold, held, remove hold, payments, stop}} | |
| − | {{ | + | {{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}} |
| − | {{KB_Ref| | + | |
| + | {{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
- How do I put a customer\supplier invoice on hold?
- How do I Amend a Held Record?
- How do I review hold records?
- Posting payments received
- Paying suppliers
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Tags
GR56, PL04, SL04
