Field Definitions: AP Hold and Release Form

The following is a list of field descriptions for the AP Hold and Release form.Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Assign/Release Hold Code

The Assign/Release Hold Code radio buttons on the AP Hold and Release form.

Assign a Hold Code – Select this option to assign a non-retainage hold code to selected transactions.

Release a Hold Code – Select this option to release a non-retainage hold on selected transactions.

Hold Code

The Hold Code field on the AP Hold and Release form.

Indicate the non-retainage hold code to add or release. Use F4 to see a list of valid hold codes (HQ Hold Codes).

Note: Remember that all hold codes must be released from a transaction before it can be paid.

To release retainage, use AP Release Retainage; you cannot release retainage using this form. For more information, see Release Retainage for an AP Invoice.

Restrict by Job

The Restrict by Job check box on the AP Hold and Release form, Selection Options tab.

Select this check box if you want to assign or release a non-retainage hold for a specific job.

Clear this check box to apply the non-retainage hold/release to all jobs.

JC Co#

The JC Co# field on the AP Hold and Release form, Selection Options tab.

Indicate which JC company contains the payable transactions you wish to hold or release.

Job

The Job field on the AP Hold and Release form, Selection Options tab.

Enter the job whose payable transactions you want to hold or release.

Restrict by Phase

The Restrict by Phase check box on the AP Hold and Release form, Selection Options tab.

Select this check box to assign or release a non-retainage hold for selected phases on the specified job.

Clear this check box to apply the non-retainage hold/release to all phases on the job.

Use the selection box to the right of this field to indicate which of the phases will be used in the selection of transactions to place on hold or release from hold.

Restrict by Vendor

The Restrict by Vendor check box on the AP Hold and Release form, Selection Options tab.

Select this check box to assign or release a non-retainage hold for a specific vendor.

Clear this check box to apply the non-retainage hold to all vendors.

Vendor

The Vendor field on the AP Hold and Release form, Selection Options tab.

Specify the vendor whose payable transactions you want to hold or release.

Restrict by Payable Type

The Restrict by Payable Type check box on the AP Hold and Release form, Selection Options tab.

Select this check box to assign or release a non-retainage hold for selected payable types.

Clear this check box to apply the non-retainage hold/release to all payable types.

Use the selection box to the right of this field to indicate which of the payable types will be used in the selection of transactions to place on or release from hold.

Update

The Update button on the AP Hold and Release form.

Click this button to assign or release the non-retainage hold code for all transactions that meet the specified criteria. Transactions that do not meet selection criteria, or that are in an open batch will be skipped.