Assigning a Hold Status to Workfile Transactions
Access the Hold Code/Release Date Revisions form.
If you assign a hold status to a workfile transaction that has associated burden transactions, component transactions, or both, the system automatically assigns the hold status to all of the related transactions.
- Hold Code
Enter a code to identify the type of hold status that is applied to a billing detail transaction. Alpha values are:
Blank: Not on hold.
A: On hold for invoicing, revenue recognition, and cost transfers.
B: On hold for invoicing and revenue recognition. Cost transfers are not allowed.
I: On hold for invoicing only. Revenue recognition and cost transfers are allowed.
R: On hold for revenue recognition. This value applies only when the Journal Generation Control option in the system constants is set to process revenue only.
Numeric values are:
Blank: Not on hold.
1: On hold for invoicing, revenue recognition, and cost transfers.
2: On hold for invoicing and revenue recognition. Cost transfers are allowed.
3: On hold for invoicing only. Revenue recognition and cost transfers are allowed.
4: On hold for revenue recognition. This value applies only when the Journal Generation Control option in the system constants is set to process revenue only.
- Released Date
Enter the date that the held order was released.