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Holding Purchase Liabilities from Being Invoiced

After purchased items have been received, you can hold them from being invoiced. For example, you might want to do this if the material is still being inspected or if it was damaged. When you hold a liability, you cannot create an invoice line for the liability or post an invoice line that was already created. You can later release the hold so that the invoice can be created.

This topic explains how to hold a purchase liability from being invoiced.

To Hold a Purchase Liability from Invoicing

1.	From the site, select the Invoicing view and then the Liabilities tab. By default, this tab lists all open purchase liabilities for the site.

2.	Right-click the liability you want to hold and select Hold. The Hold and Release Purchase Liability Details dialog appears.

3.	Fill in the Hold Information area:

Setting Name

Description

Hold/Release

Select if you want to hold or release the entire quantity available to be invoiced or only a partial quantity. If you select a partial quantity, you can enter the quantity that you want held or released up to the available quantity.

Reason

Select the reason that you want to hold or release the purchase liability. For example, you could be holding a quantity of material because it is being inspected and then release the material because the inspection is complete.

Comment

You can enter a comment explaining why you are holding this liability from invoicing or releasing the liability. You can enter up to 250 characters.

Held/Released By

The name of the employee who entered the hold or release on this purchase liability.

4.	When you are finished, click OK.