Placing a sales invoice on hold when a customer disputes an invoice

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Posted on by KathR

Hi All

We are using GP 2016 and within sales order processing we have not been able to find a way to flag an sales invoice that has been disputed by a customer following issue.

We would like the customer statement to show that a particular invoice is in query. (Some of our customers get concerned that the invoice is still an outstanding item despite having raised the query with us, as queries can take some time to resolve.)

We would also like to be able to report via smart list the hold status of invoices for an alternative view of trade debtors.

Can anyone help with how to put an individual sales invoice on hold and reflect this on a statement?

Thanks,

Kath

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Craig Fuller 411 on at

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We use Process Holds under Tools - Setup - Sales. This allows us to create different hold types and apply them to individual Sales Order Processing documents.

We then used SmartList Builder to create the desired Smartlists that display the Process Hold ID's (if any) on documents.

As far as the statement goes, if it is built-in GP statement, you would want to check if the Process Holds tables are available in report writer. I would be concerned with the limitations of report writer in displaying the hold info. Otherwise, SSRS is an easy option to add exactly the statement information you desire.

Please click "Yes" if this answered your questions.

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