Payables & Cash Management

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Topic

    Mario Cura
    AP Fusion - Hold a payment (Installment) - Specify...Answered
    Topic posted November 28, 2016 by Mario CuraBlue Ribbon: 750+ Points, last edited January 30, 2019, tagged Payables 
    681 Views, 14 Comments
    Title:
    AP Fusion - Hold a payment (Installment) - Specify the hold name, like an invoice hold
    Content:

    Hello,

    we would like to specify the hold type or name of a scheduled payment (installment), not just place the payment on hold. Therefore, as we coudl have several reasons for holding a payment, we could have them identified.

    Is there any way? Like we can have for invoice holds, where you can define custom holds.

     

    Many thanks,

     
    Mario

    Best Comment

    Becky Alvarez

    Mario,

    Apologies, this one was a bear to find. I went to the developers and they are saying  the Invoice Payments DFF under Manage Descriptive Flex Fields is the one you want.  Lry me know if it isn't.

     

    Comment

     

    • Fareed Masood

       Hi Mario

      Have you explored using the Payment Hold Controls option at Supplier level. It has a placeholder wherein you can mention the Payment Hold Reason. However, using this option will allow every invoice that is entered for that supplier/site to be placed on Hold.

      Thanks

      Fareed Masood

      • Mario Cura

        Hello Fareed,

        that is exactly the problem. That the invoice payments that can be held could be specific, and not all the invoice from a certain supplier.

        Apart from that, the "Hold Reason" is an open text field, and I was looking for the chance of getting a predefined LOV.

        Many thanks,

        Mario

    • Becky Alvarez

      Mario,

       

      Yes you can define your Hold and Release Names/Reasons.  You would go to Setup and Maintenance > Financials > Payments > Manage Invoice Holds and Releses.

      • Mario Cura

        Hello Becky,

        that is invoice holds, but I am looking for payment holds. The invoice is already validated (NO HOLDS), and then, I can stop the invoice from being paid.

        Now, I can place a hold on the installments, but the reason is an open text field and I was looking for some LOV (See attached).

        Regards,

        Mario

    • Becky Alvarez
    • Becky Alvarez
       
      
      Mario,
      
      Yes you can define your hold and release names/reasons.
      
      
      
       
      
    • Becky Alvarez

      Mario,

      Yes this is a free form text box and does not support a list of values so user is free to enter whatever they wish here so best thing to do is to have business set standards as to what they want users to enter here and if they want it to support a LOV, then they will need to submit an enhancement request.

      • Mario Cura

        Hello Becky,

        thanks for your feebdack. So I guess there is not any other way? Is there not a chance of getting the LOV in any DFF at Payment Hold level (Details option?)

        Many thanks,

        Mario

    • Becky Alvarez

      Sure I believe that I saw context under the details so yes you should be able to do it via DFF. 

    • Mario Cura

      Hello Becky,

      do you know which DFF is the one to be used for this installments section? I cannot find it so that I can test certain LOV.

      Many thanks,

      Mario

    • Becky Alvarez

      If I didn't know better I would think you really didn't try.  It is under Manage Payables Descriptive Flexfields.

      • Mario Cura

        Hello Becky,

        thanks for the help. I already tried with that DFF, but that one is for Manage Holds section of the invoice. What I am looking for is the DFF for Manage Installments section ,where you can apply the Hold on an installment.

        I will keep on looking for it, as I have not been able to identify that DFF yet.

        Regards,

        Mario

    • Becky Alvarez

      Mario,

      Apologies, this one was a bear to find. I went to the developers and they are saying  the Invoice Payments DFF under Manage Descriptive Flex Fields is the one you want.  Lry me know if it isn't.

       

    • Mario Cura

      Many thanks Becky.

      Regards,

      Mario