Accounting > A/P > A/P Setup> Manage Vendor Hold Type
This page manages user-defined Hold types to assist in managing Vendors.
Vendor hold types are set up at the firm level and are used to manage Vendors by creating customized status codes that can be used to halt the assigning of work orders, entering new Invoices, and/or payment of Invoices. The hold type for a vendor can be set manually on the Manage Vendor page or automatically by the vendor document expiration process.
Add New Vendor Hold Type
Step 1. Navigate to Accounting > A/P > A/P Setup > Manage Vendor Hold Type
Step 2. Select Add Vendor Hold Type from the Page Actions drop down menu.
Step 3. Complete the fields below.
Title- Create a Title for this Hold Type
Allow Payment- Check to allow an invoice to be paid and a check cut to the vendor. When unchecked, invoices for the vendor will not be eligible for payment.
Allow New Invoice- Check to allow a new invoice to be created for the vendor. When unchecked, new AP invoices cannot be entered for the vendor.
Allow Assign WO- Check to allow Work Orders to be assigned to this vendor. When unchecked, new Work Orders cannot be assigned to this vendor.
Step 4. Click the Save button to finalize the record.
To Edit existing Vendor Hold Types
Step 1. Navigate to Accounting > A/P > A/P Setup > Select Manage Vendor Hold Type
Step 2. Click the Pencil icon to open the record.
Step 3. Make necessary changes to the fields below.
Title- Create a Title for this Hold Type
Allow Payment- Check to allow an invoice to be paid and a check cut to the vendor. When unchecked, invoices for the vendor will not be eligible for payment.
Allow Invoice- Check to allow a new invoice to be created for the vendor. When unchecked, new AP invoices cannot be entered for the vendor.
Allow Assign WO- Check to allow Work Orders to be assigned to this vendor. When unchecked, new Work Orders cannot be assigned to this vendor.
Step 4. Click the Save button to finalize the record.