Selecting repair invoice for hold/release

Selecting service invoice for hold/release

This page allows you to search and select a service invoice to be put on hold or released. Tell me more

Select the “Hold/Release Invoice’ link under the “Supplier Repair Invoice” business component.

The “Select Invoice” page appears.

Enter the following fields:

Invoice Category	The type of service invoice which could be “Repair Order” or “Exchange PO".
Invoice #	The number identifying the service invoice.

Select the “Hold/Release Invoice” link provided alongside to hold/release the service invoice.
Enter the following fields in the “Search Criteria” group box:

Supplier # From	The starting code in the range of codes identifying the supplier to whom the part/component has been outsourced (Alphanumeric, 16).
To	The ending code in the range of codes identifying the supplier to whom the part/component has been outsourced (Alphanumeric, 16).

Note: The value entered in this field must be greater than the value entered in the “Supplier # From” field.

Supplier Invoice #	The number identifying the invoice that has been sent by the supplier for payment (Alphanumeric, 18).
Total Invoice Amount From	The starting amount in the total amount to be invoiced (Decimal).

Note: If this field is left blank then the system assumes the value to be ‘0’.

To	The ending amount in the total amount to be invoiced (Decimal).

Note: If this field is left blank then the system assumes the value to be the maximum invoice amount.

Finance Book	Use the drop-down list box to select the code identifying the finance book to which the transactions pertaining to this invoice are posted. All the finance books that has been mapped to the login organization and to which invoice entries have already been posted will be available for selection. The system displays the first value by default on launch of the page.
Invoice # From	The starting number in the range of numbers identifying the invoice that is created to make payments to a repair agency (Alphanumeric, 18).
To	The ending number in the range of numbers identifying the invoice that is created to make payments to a repair agency (Alphanumeric, 18).
Currency	Use the drop-down list box to select the currency in which the payment has to be made to the supplier. All the currencies in which invoices has been created for the company will be available for selection. The system displays the base currency by default on launch of the page.
Invoice Date From	The starting date in the range of dates on which the repair invoice was raised (Date Format).

Note: If this field is left blank then the system assumes the date to be “01/01/1900”.

To	The ending date in the range of dates on which the repair invoice was raised (Date Format).

Note: If this field is left blank then the system assumes the date to be the system date.

Payment Priority	Use the drop-down list box to select the precedence of the payment. You can select from “High”, “Medium”, “Low” or “All”. The system displays “All” by default on launch of the page.
Supplier Name	The name of the supplier for whom the invoice has been raised (Alphanumeric, 150).
User ID	The login ID of the user who created the repair invoice (Alphanumeric, 30).
Status	Use the drop-down list box to select the status of the invoice. You can select from "Authorized", "Held Authorized”, "Partly Paid" or "Held Partly Paid". The system displays “Authorized” by default on launch of the page.

Click the “Search” pushbutton to search for the invoice details.

The system retrieves and displays the following in the “Search Results” multiline:

Invoice #	The number identifying the service invoice.
Status	The status of the repair invoice which could be "Authorized", "Held Authorized", "Partly Paid" or "Held Partly Paid".
	Authorized – indicates an invoice that has been authorized.
	Held Authorized – indicates an invoice that has been put on hold for payment after authorization.
	Partly Paid – indicates an invoice whose amount has been partly paid.
	Held Partly Paid – indicates an invoice that has been put on hold for payment, whose invoice amount has been partly paid.
Invoice Date	The date on which the service invoice was raised.
Currency	The currency in which the invoice has been created.
Total Invoice Amount	The amount to be paid to the supplier as per the service invoice.
Repair Order #	The number identifying the repair order that has been raised on the supplier for repairing or servicing a part/component.
Supplier #	The code identifying the supplier to whom the payment is to be made.
Supplier Name	The name of the supplier to whom the payment is to be made.
Supplier Invoice #	The number identifying the invoice sent by the supplier for payment.
Finance Book	The code identifying the finance book to which the entries pertaining to the repair invoice are posted.
Payment Priority	The payment precedence which could be “Low”, “Medium” or “High”.

Check the box in the “Select” column to mark an invoice for hold/release.
Select the “Hold/Release” link at the top of the page to hold/release the invoice.

Selecting repair invoice for hold/release – An overview

You can specify the invoice number and the invoice category directly, if you are aware of it. Otherwise, the invoice can be searched for based on the following details: the details of the supplier to whom the payment is to be made, the details of the repair order based on which the invoice is created, the finance book to which the financial entries are posted, the amount for which the invoice is raised, the precedence of invoice payment, the invoice number, the date on which the invoice was raised, the invoice currency, status of the invoice and the login ID of the user who created the invoice. The system retrieves invoices in “Authorized” and “Partly Paid” status to be put on hold and invoices in “Held Authorized” or “Held Partly Paid” statuses for release.