Holding unrecognized revenue transactions by group

  1. Sign in as Project Accountant or Project Administrator.
  2. Select Project Processes > Invoice Processes > Hold Transactions.
  3. Specify this information:
    Summary Project
    Select a summary project to put transactions on hold before to recognizing revenue. You cannot specify both a summary project and a posting project. You can specify a selection group and a date range with either type of project.
    Posting Project
    Select a posting project to put transactions on hold before recognizing revenue. You cannot specify both a summary project and a posting project. You can specify a selection group and a date range with either type of project.
    Selection Group
    Select a custom group to put transactions on hold before recognizing revenue. You cannot specify both a summary project and a posting project. You can specify a selection group and a date range with either type of project.
    Date Selection
    Select either the Posting Date or the Transaction Date to select transactions to put on hold.
    Date Range
    Select the date range of the transaction to put on hold.
    Billing Hold
    Select this check box to put transactions on billing hold.
    Revenue Hold
    Select this check box to put transactions on revenue hold.
  4. Click Submit.