Welcome > Kofax Analytics for MarkView views > Metrics > Hold

Hold

Use the Hold view to analyze invoices on hold. You can access the view from the main menu under Metrics or from the Status page by pressing the Invoices on hold icon. The horizontal bar chart displays invoices on hold by number or amount. The bars represent different types of hold.

You can filter invoices by source: from Kofax Capture, MarkView, and Oracle (by default, all sources are displayed).

Filter pane elements

The Hold view filter pane comprises the following elements:

  • Quantity/Amount: The filter default value is Quantity.

    Click Amount to change the numeric data display to the currency amount value.

  • Currency: The filter default value appears after you select the time period. The currency value is sorted in alphabetical order.

  • Select period: Set one of the following time interval values.

    • This month: Data for the present calendar month from the first day to the current date.

    • Last month: Data for the previous calendar month.

    • This year: Data for the current fiscal year from the first day to the current date.

    • Custom: Data for the configured period of time.

  • All Orgs: The filter default value is All Orgs. Filters information by organization.

  • All Suppliers: The filter default value is All Suppliers. Filters information by suppliers.

  • All Invoices: The filter default value is All Invoices. Filters information by invoice type.

    Values: Non-PO, PO.

  • Reset Filters: Returns the data selection to the default settings.

Hold chart

The bars represent different types of hold. The colors differentiate the source of invoices: from Kofax Capture, MarkView, and Oracle (by default, all sources are displayed). Click bar and graph names at the top of the Hold chart to hide the bar value in the chart.

When selecting an individual bar in the Hold chart, you can view the invoice data summary and invoice history for the applied filter. The lists of holds by type and source represent tables that include the following standard columns:

  1. Invoice number

    Note Click the Open in MarkView Viewer icon Open in MarkView Viewer icon to review an invoice in MarkView Viewer.

  2. Supplier

  3. Amount

  4. Currency

  5. Invoice date

  6. Due date

  7. Priority

  8. Queue

  9. Queue time

  10. Owner

The Invoice history section allows you to see details for a Queue entry time, Queue, Queue time in hours, and User for a single invoice or multiple invoices. The Summary window displays the Currency, Count, Amount, and Discount columns. Use the Multiselection option to take an action on multiple invoices.

Use the invoice action buttons to take action on the invoice.