What are options for placing a Purchase Order on hold?

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Posted on by rc_arena

Hi,

We have a vendor whom we do not want to place on a full payment hold given that we have other legitimate purchase orders with them. We just have one purchase order that still has details that need to be updated and finalized, and wish to withhold any payments for both invoices that we have received and invoices that we have not received until this is complete.

What are the best ways to accomplish this?

Thank you,

-rc

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Financial Management

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Satish Panwar 14,673 Moderator on at

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Hi RC_ARENA,

For the invoices that have already been recorded, go to vendor transaction, select invoice, go to general tab and there is field called approved, set that to No. This will put the invoice on hold. If you want to put invoice on hold for only few days, let approved field be set to yes, enter release date in "invoice payment release date".

Thanks,

Satish Panwar

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Satish Panwar 14,673 Moderator on at

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For the new invoices, follow same procedure as you want invoices to be recorded by not paid.

Thanks,

Satish Panwar
Agnes Lee 162 on at

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Hi Satish, I saw that there is a "On Hold" button under the group field "Tax Invoice status Details" within the General fast tab of the Vendor Tax Invoice form, if that select to "Yes", will it also achieve the purpose of stopping the vendor invoice being paid. I saw this in our environment which is D365 F&O 10.0.4

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Ludwig Reinhard Microsoft Employee on at

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Hello Agnes,

You have to go into the transaction and remove the 'approved' button if the already posted transaction shall not be paid.

Please see what Satish described above.

Any parameter that you set in the vendor master will have an effect for future transactions but not influence what has already been recorded.

Best regards,

Ludwig
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Satish Panwar 14,673 Moderator on at

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Give that a try and see if the approved is set to No. If you can post screenshot of where you see this option, that would help us as well to get more insight.

Thanks,

Satish Panwar

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Agnes Lee 162 on at

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Hi Satish, I think I am accessing the vendor invoice from a different path, ie Accounts payable > Invoices > Pending vendor invoices, attached please find the screen shot where I see the "On Hold" button
Agnes Lee 162 on at

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sorry Satish, I didn't read the original question proper, RC_Arene is asking about a PO invoice, whereas the AP invoice screen shot is a non PO invoice, so it is a different scenario. Can ignore my question

Thanks again