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Articles tagged #HOLD
Articles tagged
#HOLD
Order to Cash

Manual Credit Hold Not Working

Navigate to Setup > Accounting > Accounting Preferences > General tab > Accounts Receivable portlet

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Order to Cash

Sales Order is saved even if Enforce Credit Limit Hold has been set for the Customer

The user wants to know why theSales Orderhas been saved even ifEnforce Credit Limit Holdhas been set for theCustomer.

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Procure to Pay

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.

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CRM

Update Hold Field on Customer Record in Bulk Via CSV Import

Scenario

Use CSV Import to update Hold field on the Customer record.

Solution

  1. Create a CSV File with the Internal ID of the Customers to be updated
  2. Navigate toSetup>Import/Export>Import CSV Records
  3. Scan & Upload CSV File:
    • Import Type:SelectRelationships
    • Record Type:SelectCustomers Only
    • Select the CSV File
    • ClickNext
  4. Import Options:
    • Data Handling:SelectUpdate
    • ClickNext
  5. Field Mapping:
    • NetSuite Fields: SelectInternal ID
    • Your Fields: SelectInternal ID
    • NetSuite Fields: SelectHold
    • Click thePencil Icon
      • Default Value:SelectProvide Default Value
      • SelectOn
      • ClickDone
    • ClickNext
  6. Save Mapping & Start Import:
    • Import Map Name:EnterName
    • ClickSave & Run

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