Putting transactions related to one activity on hold

  1. Access Transaction Hold (BR42.1).
  2. To put transactions on hold, use these guidelines to specify the field values:
    Activity

    Specify or select an activity whose transactions that you want to place on hold.

    Cycle

    Select whether the transaction is on hold for the next billing cycle (Y), is not billable (N), or is on hold for manual release (H).

    To put a transaction on cyclical hold, select Yes in the Cycle field and then set the other field (Billed or Revenue) to Hold (H).

    Bill (Billed)

    To put a transaction on cyclical hold or manual hold, select Yes or Hold for Manual Release in the Cycle field and then set the Bill field to Hold (H).

    Rev (Revenue)

    To put a transaction on cyclical hold or manual hold, select Yes or Hold for Manual Release in the Cycle field and then set the Revenue field to Hold (H).

  3. To narrow the number of transactions displayed, click Filter to access Filter (BR42.2). You can view transactions by cycle, billed field, revenue field, account category, system code, source code, resource, summary account category, and date range.