Hold Details Window

The Hold Details window is used to get information about and handle invoice holds. From here you can release or keep holds applied to an invoice.

For details on handling invoice holds, please refer to Hold Handling - Workflow for Invoice Holds.

Hold Details Segments

Holds Tab

Shows a table with all invoice holds pertaining to this task notification. Note that the parent hold process might have issued more hold notifications, and that a hold workflow process is not complete until all holds for an invoice have been addressed.

Excluded Holds Tab

Shows a table listing all holds applied that have been configured as excluded and cannot be handled in PROCESSIT.

Invoice and PO information Segment Tabs

The invoice information tab shows line information for the invoice. The PO information and PO distribution info tabs show information from the purchase order relating to the selected hold. The Comments tab lets you view and add comments to the invoice.

Buttons

BackReturns you to the Console Worklist

ImageDownload the image related to the task.

Keep HoldsKeep the holds applied to the invoice and end invoice hold handling in PROCESSIT.

Release holdsRelease all holds included in the current hold task notification.

RejectReject the hold task notification. You must then supply a reject reason. A super user is notified.

ContinueContinue the holds process with a check if the hold(s) are released in the ERS.

Fields

• Reassign - Forward the task to another user. The field auto-suggests users based on the typed data.
• Invoice - Invoice number for the invoice that has hold(s) applied.
• Supplier Name - Supplier name for the invoice that has hold(s) applied.