On hold invoice

Posted By priti over 7 years ago

We are using Sage 300 ERP 6.0. One of the vendor invoices was put on hold by mistake but the system still allowed a payment to be applied to that invoice. In my understanding, if an invoice is put on hold, no payments can be processed against it whether the payment is manual or done through Create payment batch option. Please advise how this works in Sage.

Priti

0 49153 over 7 years ago

You can process manual payments against an on hold invoice. On hold invoices are excluded from the "create payment batch" process.
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0 priti over 7 years ago in reply to 49153

Hi There,

Yes, manual payments can be made but should the system allow it. Putting an invoice on hold should disallow any payments to be applied whether through create payment batch or manual payment.
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0 Jay Converse Acumen over 7 years ago in reply to priti

That's the way it works, you can't change it.
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0 49153 over 7 years ago in reply to priti

From the documentation: "To apply a payment, debit note, or credit note to a document that is on hold when using the Create Payment Batch screen, you must first remove the On Hold status using the Control Payments screen. You can always apply the document manually in Payment Entry, without removing the hold, if you want."
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