Process - Hold an Invoice

Use these instructions to hold an invoice.

Prerequisites

1. The invoice must exist in the business applications.
2. The invoice must not be canceled.

To Hold an Invoice

When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.

1. Select Invoices: Entry > Invoices to open the Invoices form.
2. Select View > Find or click the flashlight on the toolbar to open the Find Invoices form.
3. Enter the following fields on the Find Invoices form:

1. Field Name	Required (R) or Optional (O)	Description
   Supplier Region
   Name	O	The name of the business or person providing goods or services. Select from the List of Values.
   Number	O	The invoice number.
   PO Num	O	The purchase order number.
   Invoice Region
   Number	O	The invoice number.
   Amounts	O	The amount or a range of amounts of the invoice document.
   Dates	O	The date or a range of dates from the invoice document.

2. 1. Click Find to return to the Invoices form.
3. Note: Click anywhere on the invoice line to select the individual invoice to hold or cancel it.
4. 1. To place a hold on an invoice, enter the following field on the Invoices form:

5. Field Name	Required (R) or Optional (O)	Description
   Holds Tab
   Hold Name	R	The reason for holding this invoice from payment. Selecting a name from the List of Values will fill the Hold Reason field.

7. Note: You can apply as many holds to an invoice as you require.
8. 1. Select File > Save.
9. Note: On the bottom of the screen, you will see a message stating that the transaction is complete and your records were applied and saved.