Invoice Holds and Releases
Use the Manage Invoice Holds and Releases page to define holds and releases for invoices. You can assign the holds that you define to invoices, and the invoices can't be paid until you release the holds.
The invoice validation process uses the predefined holds and releases, which you can query on the Manage Invoice Holds and Releases page.
For each hold that you define, you can indicate whether accounting entries can be created. For example, if you assign a hold that doesn't allow accounting to an invoice, you must remove the hold before accounting entries can be created. You can also indicate whether to use the holds and releases in the holds resolution workflow process. The holds resolution workflow routes invoices with manually-releasable holds.
When you define a hold or release, you must associate it with a hold or release type.
Hold Types
This table lists the predefined invoice hold types and indicates whether you can define holds for them.
Hold Type |
Allows User-Defined Holds? |
---|---|
Account Hold Reason |
No |
Future Period Hold Type |
No |
Insufficient Information |
No |
Invoice Hold Reason |
Yes |
Invoice Line Reason |
Yes |
Matching Hold Reason |
No |
Variance Hold Reason |
No |
Release Types
This table lists the predefined invoice release types and indicates whether you can define releases for them.
Release Type |
Allows User-Defined Releases? |
---|---|
Account Release Reason |
No |
Future Period Release |
No |
Hold Quick Release Reason |
Yes |
Invoice Quick Release Reason |
Yes |
Invoice Release Reason |
Yes |
Matching Release Reason |
Yes |
Sufficient Information |
No |
Variance Release Reason |
Yes |