How You Resolve Requisition Lines with Invoice Holds

To resolve requisition lines with invoice holds, as a requester, you can either create a change order for an overbilled invoice or confirm receipts to resolve invoice holds for 3-way match invoices that are pending receipts.

• Create a change order for an overbilled invoice
  Note: A line will be marked as requiring a change order if the invoice linked to the line is on hold and the hold code is QTY ORD or AMT ORD. The line will be marked for the user even if the user doesn’t have the privilege to create change orders.
• Confirm a receipt to remove an invoice hold
  Note: A line will only be marked as needing user to confirm a receipt if these conditions are true:

  • Purchase order line has an expense destination
  • Match Approval Level is 3-way.
  • Receipt Routing is Direct delivery.
  • The invoice is placed on hold and the hold code is QTY REC or AMT REC.

  Here’s what you need to do to confirm the receipt to remove the invoice hold:

  1. On the My Requisitions or Requisition Details page, use the Confirm Receipt action to confirm the receipt for the requisition line you choose to receive.
  2. On the Confirm receipt drawer, you can choose to receive the items in full or just up to the invoiced quantity.
  3. Click Confirm after making your selection, a receipt will be created automatically.
  Note: In the Confirm receipt drawer, use the Go to My Receipts to add more details option to add more details before receiving, you will be directed to the Self Service Receiving application to continue. From there, you can either receive immediately or add more information to create the receipt.

Here are some of the considerations for resolving requisition lines with invoice holds:

• You must run the Update Requisition Line Action Required Code scheduled job for application to mark requisition lines whose invoices are on hold. The lines will be marked after the scheduled job has run.
• You can run the Update Requisition Line Action Required Code scheduled job to mark all requisition lines whose corresponding invoices are on hold due to any of these hold codes - QTY ORD, QTY REC, AMT ORD, AMT REC.
• To ensure that your users are no longer notified about pending actions after taking the necessary action, you must run and complete the Validate Invoice scheduled job before initiating the Update Requisition Line Action Required Code scheduled job.
• The default Confirm receipt action is set to Receive in full in the drawer. Ensure you review the options and select your desired choice before clicking Confirm.
• You will see the link to go to the My Receipts application in the Confirm Receipt drawer only if the Redwood Receiving application is enabled.
• You must have these privileges to confirm receipts:
  • Create Receipt with the Responsive Self Service Receiving Application (RCV_CREATE_RECEIPT_WITH_PWA_PRIV) if you are the requester on the requisition line.
  • Create Receipt for Procurement Preparer with the Responsive Self Service Receiving Application privilege (RCV_CREATE_RECEIPT_PROCUREMENT_PREPARER_PWA) if you are the preparer and to confirm the receipt on behalf of the requester on the line.