Articles tagged #CLOSED
Articles tagged
#CLOSED
Update Status of Closed Purchase Contract
User needs to update a Purchase Contract but it is already Closed.
Vendor and Customer Return Authorization Defaults to Closed Status after Creation
AVendorandCustomer Return Authorizationdefaults toClosedstatus immediately after creation when underExpenses & Itemstab >Itemssubtab >Quantityof the Item is0, or if there are multiple items, all Items' quantity is0.
Payment Holds for Vendor Bills FAQs
Is the Payment Hold checkbox tracked in the System Notes?
Yes. System Notes logs when the Payment Hold checkbox is marked or unmarked.
Is the Payment Hold checkbox available in Saved Searches and Reports?
Yes. It is available in Saved Searches and the Open Bills Report.
Can the Payment Hold checkbox be set in the Vendor record?
No. It is a standard field in the Vendor Bill form. It is not available in the Vendor record form.
Can the Payment Hold checkbox be set to True by default on all Vendor Bills when they are created?
No. But it can be scriptable to set as True by default since it is on an existing record. It is also available for updates through workflows.
Is the Payment Hold checkbox available for Inline Editing?
No. It is not available for Inline Editing.
Can a Bill that has been partially paid be put on payment hold?
Yes, a payment hold can be put on a Bill with a status of either Pending Approval or Open. A Bill that is partially paid retains an Open status.
How to unmark the Payment Hold checkbox for Vendor Bills posted on a Closed Period?
Currently, there is no preference set to unmark the Payment Hold checkbox for Vendor Bills posted on a Closed Period. The period must be reopened in order for users to unmark the checkbox. However, this is not recommended. An alternate solution is to enable the Allow Non-G/L Changes since the Payment Hold checkbox is a non-affecting GL field. To enable Allow Non-G/L Changes: 1. Using an Administrator role, navigate Setup > Accounting > Manage Accounting Periods 2. Click the Closed period 3. Mark the Allow Non-G/L Changes box 4. Click Save Enhancement 329195 was filed in regard to this functionality. Note: To search and vote for Enhancement see 10054 Voting for Enhancements.
Void a Vendor Bill that was Posted on a Closed Period
Scenario
User needs to void a Vendor Bill; however, the Vendor Bill was posted in a closed period.
Solution
It will not be possible to Void a Bill posted on a closed period even if the "Void Transaction Using Reversing Journals" preference is enabled because the Void button on Bills will only appear in Edit Mode which is not available if the period is already closed.
What the user can do is to create a Bill Credit and apply it to the Bill. This way, the effect of the Bill will be negated.
1. Open theBillthat you want to void
2. Click theCreditbutton
3. In the NewBill Creditpage, go toItemstab >Applysubtab > make sure that Apply checkbox beside the Bill is checked so that it will be correctly applied to the Bill Credit
4. Once done, clickSavebutton
Status of the Sales Order is Closed instead of Billed
In this article, you can see the alternate solution forEnhancement 100500. Any unbilled line Item that is Closed in Sales Order sets the Status of the Sales Order to Closed even if it has already billed other Items. For example, in a Sales Order that has 100 transaction lines, if 99 of the items were invoiced while 1 was Closed, the status of the Sales Order is set to Closed.
Reopen a Closed Customer Return Authorization
User re-opens a Customer Return Authorization that was accidentally set to Closed status.