Invoice Hold

Task/Problem Overview

This KB will review the Invoice Hold function that can put invoices on hold in Savance Enterprise.

Order holds and Line Item Holds prevent material from allocating and shipper holds which prevent allocated shippers from going to the next shipping stage. This function can ship material but prevent said orders/shippers from being invoiced.

Example Use Cases:

• Customer puts in an order and tells the sales person they will get the PO to them later but fails to do so and PO is required for invoicing.

• Different Shippers ship at different times and need to all be invoiced together.

• Customer asks for the invoice to be deferred until another financial period.

The Order Invoice Hold is a checkbox on the order header that will make all resulting shippers invoice holds as material is allocated. In other words if an order is marked as order invoice hold and there are backorders, as the backordered material is received and placed on a shipper the new shippers will be put on invoice hold.

The Shipper Invoice Hold is a checkbox on shipper as without making the entire order invoice hold. This will be able to be toggled on in both the invoicing queue and in the individual shipper/future invoice.

Order Header:

• Checkbox “IH” in order header. A tooltip while hovering over “IH” that says “Invoice Hold” Add red text across Sales Order displays “Invoice Hold”

• When the order level “IH” box is checked all current and future releases will be able to be shipped and delivered, but not posted to “Invoiced”

• For back ordered shippers, when the shipper is created, the “Invoice Hold” flag is set

• A warning for when a converted order is unlocked the “IH” flag is deselected.. This will only prompt for this warning if there are actually invoices on hold.

• A warning for when a converted order is unlocked the “IH” flag is selected. “You are attempting to put this order on invoice hold. If you do, all shippers not yet invoice will be placed on invoice hold. Do you wish to continue?”

Shipping:

• There is a checkbox to put individual shippers on Invoice Hold in the shipping tab of the shipper. There is also a checkbox to put a Shipper on “Shipper Hold”

• This will put the shipper on hold and will trigger the “shipper hold” button next to close

• Shipper hold and invoice hold can both be on at the same time.

• In Inventory>Shipping Right Click and Mark as Invoice Hold or Mark as Shipper Hold

Invoice:

• When shippers are flagged to “Invoice Hold” the user is alerted when they open the invoicing tab on the shipper.

• To remove “Invoice Hold” click on the “Red Box”, and the user is alerted “Are you sure you want to release the Invoice Hold Status”.

Accounting>Accounts Receivable>Invoicing:

• Confirm “Invoice Holds” checkbox is selected to filter for Invoice Holds

• Invoice Hold will be “Yes” or “No” and be based on the flag set at the shipper level that can be set three ways

1. “IH” flag on Order

2. “Shipper Invoice Hold” Flag in Invoicing tab on Shipper.

3. “Mark as Shipper Invoice Hold” right click function in Shipping queue.

Security:

• Put Invoice On Hold