Assign a Hold Code to Multiple Invoices

You can use the AP Hold and Release form to place payable invoices/transactions on non-retainage holds.

You can use the AP Hold and Release form to assign non-retainage hold codes to a group of invoices.

If you want to assign hold codes to specific invoices, see Release Hold Codes in AP Payment Workfile.

Note: The retainage hold code is assigned automatically to transactions specifying a retainage amount; you cannot assign retainage hold codes to transactions using AP Hold and Release.

To assign a non-retainage hold code to multiple invoices:

  1. From the main menu, select Accounts Payable > Programs > AP Hold and Release.
  2. In AP Hold and Release, select the Assign a Hold Code radio button.
  3. In the Hold Code field, enter the hold code or press F4 to select from a list of hold codes.
  4. If you want to restrict assigning a code by a job, select the Restrict by Job check box. The system enables the JC Co# and Job fields.
  5. Enter a company and job in the JC Co# and Job fields, respectively. The system enables the Restrict by Phase check box if you enter a value in the Job field.
  6. If you want to restrict by phase, select the Restrict by Phase check box, and then select the appropriate phase(s) from the selection box.
  7. If you want to restrict by vendor, select the Restrict by Vendor check box, and then enter a vendor in the Vendor field.
  8. If you want to restrict by payable type, select the Restrict by Payable Type check box. Then select the appropriate payable type(s) from the selection box.
  9. Click Update.
The system assigns the hold code to all transactions matching the criteria you entered.