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- Distributed To: If the line item is being distributed, use this lookup to select the project, fisherman, or tender. The lookup contains a list of all active projects and all active vendors with a “Vendor Type” of Fisherman, Tender, or Fisherman/Tender.
Placing Credit Memos on Hold (Optional)
The properties tab on the record has a field ‘Pmt./Apply Hold’ which allows the user to place Credit Memos on hold, preventing it from displaying in the list of transactions when applying documents.
To place a Credit Memo on hold, open the Credit Memo transaction, click the properties tab, scroll to the ‘Pmt./Apply Hold’ field and click the dropdown menu and select ‘Yes’. Click Save from the header toolbar. Credit Memos in the status of New, Approved, Ready to Post or Posted can be placed on hold. The field will be disabled for transactions in the status of Void or Replaced. Credit Memos that have been fully settled will not be able to be placed on hold.
Credit Memos may also be placed on hold using the Mass Update tool from the AP Invoice and Invoice Lines List Views and Inquiries as well as the Vendor History Inquiry.
Assigning Attributes (Optional)
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