Organisation Level Payment Holds

As a Head Contractor, you can place an organisation level hold on Subcontractor payments. It is applied to all contracts your organisation has with a Subcontractor. There are two types of organisation level holds:

Manual—Place a manual hold using the Manage Organisation Level Hold link on the Subcontracts by Organisation screen
Automatic—An Automatic Hold is triggered when a Subcontractor changes key organisational data.

Tip

You can ask a System Administrator to add both the manual and automatic types together, or you can elect just the Manual Organisation Level Hold.

Automatic Organisation Level Holds

The Automatic Organisation Level Holds will be placed when a Subcontractor changes key organisational data. Key organisational data includes the following fields:

Organisation Name
ABN
Bank Country
Bank Account Number
Bank-State-Branch (BSB) Number.

When a Subcontractor changes one of these fields, Enterprise and Local Administrators for both the Head Contractor and the Subcontractor receive email notification that an automatic hold has been placed.

Viewing Organisational Level Holds

Placing a Manual Organisation Level Holds

Releasing a Manual Organisational Level Hold

Releasing Automatic Organisational Level Holds

Navigate to the Subcontracts by Organisation Page

Next: Viewing Organisational Level Holds