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How To Place an Invoice on Hold

How to place an Invoice on Hold

How To Place an Invoice on Hold

Holds are placed on invoices to prevent payment. Learn how to put an invoice on hold in Sage X3 for a supplier BP invoice.
When a new Supplier BP invoice is created, the default status is “To validate,” with the other option being “Pending.” If the status is set to “To validate,” the Post button is enabled and can be manually posted or posted through the Supplier BP invoice posting function.
Once the accounting document is created, the payment proposal function can process it and generate a payment.
Suppose an invoice is set to “to validate” status and not yet posted. In that case, it can still be included in the automatic payment proposal after validation by the recurring task BPSINV (supplier validation) function.
Set the status to “Pending” to block an invoice and disable the payment.
How To Place an Invoice on Hold Image - 1
If you have multiple pending invoices and wish to validate them, use the Invoices Pending (VALBIS) feature to change their status.
Even if an invoice has been validated, we can prevent payment by setting payment approval to “Pending” and adding a dispute code on the Open Item edit screen.
How To Place an Invoice on Hold Image - 2
When setting a purchase invoice to pending status, the process differs slightly since the Invoice status field is inaccessible.
Therefore, to set an invoice as pending, leave the ‘Invoice – tax’ field blank.
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Greytrix Africa is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300, Sage 300 People (HRMS), Sage CRM, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), Sage 300, Sage CRM, and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics), and Agriculture.

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