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    Holding Funds - SPD

    Uploaded by

    FerasHamdan
    This document provides steps for holding funds on an invoice in a system. It describes navigating to the invoice workbench page, querying an invoice, checking available funds, and validating the transaction to place a hold on the funds.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Holding Funds - SPD

    Uploaded by

    FerasHamdan
    16 views5 pages
    This document provides steps for holding funds on an invoice in a system. It describes navigating to the invoice workbench page, querying an invoice, checking available funds, and validating the transaction to place a hold on the funds.

    Original Title

    Holding Funds_SPD

    Copyright

    © © All Rights Reserved

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

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    This document provides steps for holding funds on an invoice in a system. It describes navigating to the invoice workbench page, querying an invoice, checking available funds, and validating the transaction to place a hold on the funds.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    16 views5 pages

    Holding Funds - SPD

    Uploaded by

    FerasHamdan
    This document provides steps for holding funds on an invoice in a system. It describes navigating to the invoice workbench page, querying an invoice, checking available funds, and validating the transaction to place a hold on the funds.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 5

    System Process Document

    Holding Funds

    Department
    Responsibility/Role
    File Name 689409695.docx
    Revision
    Document Generation Date 1/29/2018 4:40:00 PM
    Date Modified 1/29/2018 4:40:00 PM
    Last Changed by
    Status

    Holding Funds
    Trigger:

    Concept
    You can apply holds to prevent payment of an invoice.
     
    In this topic, you will hold funds.

    Required Field(s) Comments

    Output - Result(s) Comments

    Additional Information

    Last changed on: 1/29/2018 4:40:00 PM Page 1


    System Process Document
    Holding Funds

    Procedure

    Step Action
    1. Begin by navigating to the Invoice Workbench page.

    Click the vertical scrollbar.


    2. Click the Payables Manager, Progress S&L, Standard link.

    3. Click the Invoices link.

    4. Click the Entry link.

    5. Click the Invoices link.

    6. Use the Invoice Workbench page to access and view a group of pages that you
    use to enter, adjust, and review
    your invoices and invoice batches.

    Page 2 Last changed on: 1/29/2018 4:40:00 PM


    System Process Document
    Holding Funds

    Step Action
    7. Click the View menu.

    or Press [Alt+V].
    8. Click the Query By Example menu.

    9. Click the Enter menu.

    or Press [E].
    10. Click in the Invoice Num field.

    11. Enter the desired information into the Invoice Num field. Enter "INV35".
    12. Click the View menu.

    or Press [Alt+V].

    Last changed on: 1/29/2018 4:40:00 PM Page 3


    System Process Document
    Holding Funds

    Step Action
    13. Click the Query By Example menu.

    14. Click the Run menu.

    or Press [R].
    15. Click the Actions menu.

    16. Click the Check Funds menu.

    or Press [C].
    17. Click the OK button.

    or Press [Alt+O].
    18. Click the Actions... 1 button.

    or Press [Alt+c].
    19. Use the Invoice Actions page to validate your transaction.

    Page 4 Last changed on: 1/29/2018 4:40:00 PM


    System Process Document
    Holding Funds

    Step Action
    20. Click the Validate option.

    21. Click the OK button.

    or Press [Alt+K].
    22. You have successfully held funds.
    End of Procedure.

    Last changed on: 1/29/2018 4:40:00 PM Page 5

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