Microsoft Dynamics GP (Archived)

put invoice on hold before posting

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Posted on by Babin

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Can we put an invoice on HOLD when we enter new invoice or before posting of the invoice?

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Yes, check out Process Holds under Sales Setup menu.

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soma 24,410 on at

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If you want to Hold a Sales Invoice before posting the same, then use the Process Holds for Sales module to achieve the same. For your reference, have a look on the below link.

www.dynamicsgpinsights.com/.../working-with-sales-process-holds-in-dynamics-gp-2010

If you want to Hold a Payable Invoice before posting the same, no option available in GP. You can hold a payable invoices after posting(Transactions-->Purchasing-->Hold Payables Transactions) and prevent to payment for the invoices.

Hope this helps!!!

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Community Member on at

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can you please tell me how to unhold it?Thanks

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L Vail 65,271 on at

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Hi,

I didn't read the post that Frank put in, so I thought I'd put it in words. In SOP Document Type setup you can click the 'Holds' button at the bottom of the window as seen below:

The Sales Process Holds Assignments window will open. Simply select the predefined Hold(s) you want to assign and click the Insert Button.

Once this is saved, that particular document type ID will automatically be added to the document.

There are several ways to remove a hold placed on a document, I’m going to explain just one.

Open the SOP Entry window and click either the Holds button on the bottom of the screen:

Or the Holds item on the GoTo button:

And the following window will open:

To remove a hold placed on a document

Simply pick the hold in the scrolling window and click on Remove or Remove All. You can set a password to hold if you wish. The system will track the user ID and date/time when a hold is added or removed.

Kind regards,

Leslie

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