Process - Create or Release a Supplier Hold (R12)

Use these instructions to create or release a hold on a supplier.

Prerequisites

1. The supplier site must exist in the business applications.
2. You must have the following responsibility to modify a supplier record:
   • ORG: Campus Supplier Update
   • Central Office Supplier Update
3. You must have the following responsibility to review a supplier record:
   • ORG Supplier Inquiry

To Create/Release or Review a Supplier Hold

1. To create or release a supplier hold - Select Supplier > Entry to open the Suppliers web-based form.

   Note: To Review Only – Select Supplier<Inquiry to Open the Suppliers web-based form and proceed to step 3.

2. Enter or review the following fields on the Suppliers form for a specific supplier.

   Field Name	Required (R) or Optional (O)	Description
   Supplier Name	O	Enter the supplier name you want to review or modify.
   Supplier Number	O	Enter the supplier number you want to review or modify. Note: Does not populate the supplier immediately. This search feature will return all suppliers containing the specific numbers entered.
   TaxPayer ID	O	Enter the Taxpayer ID of the supplier you want to review or modify.

3. Click Go.

   Warning: Before you make any changes to the header record contact central office to make sure that the hold should be placed or released. Supplier records are shared files and changes may affect other campuses.

   Note: Central Office places holds on suppliers as a result of notification from the IRS of name and TIN mismatches.

4. Click on Invoice Management tab to open the Invoice Management tab. To review or modify holds at the site level, see section under Supplier Sites on the Invoice Management tab.

   Note: All holds on the header affect all sites for the supplier.

5. To create dollar amount holds or releases
   • To create a hold based on a dollar amount enter a dollar figure in the Invoice Amount Limit field. By placing a dollar value in this field any invoice above this amount will be placed on hold during Invoice validation.
   • To release a hold based on a dollar amount modify the dollar figure in the Invoice Amount Limit field, change the invoice amount or manually release the hold in the invoice form.

6. To hold or release all payments for a supplier site – Most restrictive supplier hold
   • To hold all payments for a supplier site, check the Hold from Payment box. By selecting All Invoices for a supplier, you prevent any invoices for the supplier from being selected for payment during a payment batch.
   • To release a hold on all payments for a supplier, remove the check from the Hold from Payment box.

7. To hold or release all payments for a supplier that does not have PO matched invoices
   • To hold all payments for a supplier that does not have PO matched invoices, check the Unmatched Invoices box. If you enable this option, then Oracle applies a Matching Required hold to an invoice if the invoice is not matched to a purchase order. Oracle applies the hold to the invoice during Invoice Validation.
   • To release a hold on all payments for a supplier that does not have matched invoices, remove the check from the Unmatched Invoices box or you can release the hold by matching the invoice to a purchase order and resubmitting Invoice Validation, or you can manually release the hold in the Holds tab of the Invoice form.

8. To hold or release all Unvalidated Invoices to a supplier
   • To hold all unvalidated invoices to a supplier, check the Unvalidated Invoices box.
   • To release a hold on all unvalidated invoices to a supplier, remove the check from the Unvalidated Invoices box.

9. Select File > Save.

   Note: A message will appear telling you that your records were applied and saved.