About Organization Level Holds

As a General Contractor, you can place an organization level hold. It is a hold applied to all contracts your organization has with a Subcontractor. It will not change any document compliance or lien waiver compliance holds already in effect for a Subcontractor.

Organization level holds provide an opportunity to review changes to a Subcontractor’s key organizational information before releasing additional payments across your contracts with that Subcontractor.

There are two types of organization level holds:

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

Automatic Organization Level Holds

To use organization level holds, enable Allow Organization Level Holds on Subcontractors on the Organization Settings page.

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

Organization Name
Tax ID
Bank Country
Bank Account Number
Bank Routing Number.

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

For example, when a Subcontractor changes its bank account number, TPM automatically places an organization level hold on all contracts your organization has with that Subcontractor. This allows you to verify the updated information before releasing further payments.

Next Topic: Viewing Organization Level Holds