Place Groups of Payments On/Off Hold

The Place Payables On/Off Hold utility allows you to change the hold status for a group of Open Items.

This is useful if, for example, your organization places Grants on hold by default (in the Grantee and Grant Management module). These payments must be taken off hold before the Grant check can be printed. You can use the Place Payables On/Off Hold utility to take an entire group of Grant payments off hold at one time.

Note: Refer to Placing Single Payments On/Off Hold for more information about changing the hold status for individual Open Items.

1. In the Accounts Payable module, click the Open Items supertab, and then click the Processes tab.

2. Select Place Payables On/Off Hold from the Open Items Processes list.

3. Click the Run Process button. The Place Payables On/Off Hold window opens.
   
   Place Payables On/Off Hold Window

4. Click the arrow in the Selection Type drop-down box and select the type of payable that you want to place on or off hold: All, Admin, Grants, Scholarship Grants, or Non-Scholarship Grants.

5. Select either the On Hold or Off Hold radio button to determine the action you want to take on the payable.

6. Click the arrow in the ACH Payments drop-down box and select the type of payments you want to include in the process: All Payments, ACH Payments, or Non-ACH Payments.

7. Select the checkbox associated with the category you want to use to group your payables, and enter the appropriate range of data in the From / Through fields. You can use as many of the categories as you like, including Invoice Dates, Program Officer, Due Dates, Vendor ASF, Voucher No., Vendor ID Code, Batch, Payee Name, and Account.

8. Click OK. A confirmation window opens to make sure that you want to continue.
   
   Example: Payment Hold Confirmation Window

9. Click Yes to place the selected payables on or off hold.