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Creating On Hold Codes for AP Invoices

You create On Hold codes to place or to release a hold on a specific transaction—in this case, an accounts payable invoice. For example, if you receive an AP invoice that has inconsistencies on the prices, you may want to record the invoice but not pay it until you have resolved the issues. If you place a hold on the AP invoice, the system will prevent the invoice from being paid automatically as part of the standard Pay Vendors activity.
Note: This topic addresses creating On Hold codes specifically for AP Invoices. For more information on creating On Hold codes, see the Creating On Hold Codes topic.

Getting to the TransactionGetting to the Transaction

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select On Hold Codes.

Click [New] to open the New On Hold Code window.

Basic InformationBasic Information

In the On hold code field, enter a name for the On Hold code.

In the Description field, enter additional text to further identify the On Hold code.

In the Make on hold code available in region, check the Accounts Payable Invoices checkbox to indicate this code can be used to place or to release a hold on accounts payable invoices or vendors; otherwise, leave this checkbox unchecked.
Note: For information on using this On Hold code in other areas of e-automate, see the Creating On Hold Codes topic.

Check the Require security rights to set and release on hold status checkbox to indicate users must have the Set/Release On Hold Transactions right to use this code to place or to release a hold on a transaction; otherwise, leave this checkbox unchecked.

In the Stamp settings (Only applies in Sales, Customers, and Service) region, do the following:

In the Color field, do one of the following:

To use the default red color for the On Hold! stamp, make no change.

To override the default red color, do the following:

Click the […] button to the right of the Color field. The system displays a color palette.

Select the color you want to use for the On Hold! stamp.

Click [OK] to accept the selected color and to close the color palette.
Note: When applicable, the system applies this stamp to sales orders, service calls, customer records, vendor records, and AP invoices.

Check the Add description to the stamp text checkbox if the system should append the entry in the Description field to the On Hold! stamp for this code.

Completing the TransactionCompleting the Transaction

Click [OK] to save the On Hold code.