How do I put one Invoice on Hold not the supplier

Question

When i try to put an invoice on hold, it gives me error - You cannot place or release the hold because your user role does not have hold rules defined for the terms of payment that are associated with this invoice.

What does this mean, i have gone to duties, has the right duty to perform the task, Accounts payable manager, even with sys admin role, i cannot hold an invoice from payment.

Answer 1

The error notice indicates that no hold rules have been established for the terms of payment connected with the invoice you're attempting to retain. Here's what you can do to address the problem:

Terms of Payment for Checks: Check the payment terms set to the invoice. Check that they are properly configured in your Dynamics 365 system.

Setup of Hold Rules: Ensure that hold rules for these specific payment terms are defined. To manage when and why invoices can be held in Dynamics 365 Finance and Operations, you must establish hold rules depending on payment terms.

Role Permissions: You stated having the "Accounts payable manager" and "Sys admin" roles; check to see if these roles have the appropriate privileges to administer hold rules and hold invoices. Custom security jobs may be required at times.

Diagnostics: If the problem persists, look through the system logs or diagnostics to see if there are any specific faults or issues that could be causing the problem.

Consult Support: If you've performed these steps and are still having problems, you should contact your organization's Dynamics 365 support or a D365 consultant for further advice. They can assist in diagnosing and resolving this specific setting issue.

Remember that D365 can have complex role and security settings, therefore a thorough assessment of both the configuration and your users' role settings is frequently required to successfully troubleshoot such issues.

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