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Take multiple Sales Invoices off hold


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I can see that AR301000 has an action called releaseFromHold.  However, Sales Invoices don’t have a processing screen like Sales Orders do so there isn’t a processing screen to add this action into like this Add Remove Hold Action question.

How might I take several thousand invoices off hold?

Best answer by Django

Hi @Chris Hackett  - This was a conversion project so we had the Acumatica team re-create the imported transactions to not be on hold.

However, it appears at @eshahid98 is experiencing the same issue.

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12 replies

Shawn Burt
Jr Varsity I
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  • Jr Varsity I
  • 109 replies
  • March 31, 2022

There is a processing screen for SO Invoice to release.

SO505000 - Process invoice and memo

If you need any more help let me know.

 

 


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  • Acumatica Support Team
  • 871 replies
  • April 1, 2022

Hi @ddunn 

You can enable mass action on entry point Generic inquiry for SO-Invoice screen. Add the action ‘Remove hold’. 

This allows you select one or more records and run the action on all those documents at once. Here are the screenshots. 

 

 

Alternatively, one can use an import scenario as well. That will be more time consuming and complex compared to the above. If you want only selected documents to be removed from hold and have a list of such documents on an excel, you may use import scenario approach.

Hope this helps.

Regards,


Shawn Burt
Jr Varsity I
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  • Jr Varsity I
  • 109 replies
  • April 1, 2022

Sorry Django,  I misread and saw release not release hold. 

 


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  • Author
  • Captain II
  • 556 replies
  • April 1, 2022

This is very interesting.  @vkumar - I followed your steps (I don’t think I had noticed the Enable Mass Actions option but it’s likely been there for a long time since it’s on top 🙂 ).

This is for AR.30.01.00 and I was able to follow the steps to add the action, but it doesn’t save changes to the invoice.

I was able to add the action to the landing screen AR.30.10.PL

 

After selecting the Remove Hold action the status shows Balanced
But a refresh of the screen shows that it is still on hold

 

I confirmed that I can take the transaction off hold manually by clicking the Remove Hold button on AR.30.10.00.

Could I have you confirm that when you click that action on your side that the invoices are taken off hold?

We’re running hosted: Acumatica 2021 R2 Build 21.209.0034

@Shawn Burt - no worries!


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  • Acumatica Support Team
  • 871 replies
  • April 4, 2022

Hi @ddunn 

I have tested locally on 2021r2, it did work. Please send me your entry point Generic inquiry XML file to check further. 

Regards,


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  • Author
  • Captain II
  • 556 replies
  • April 4, 2022

Hi @vkumar - thank you for your time checking on this.

I’ve attached the customized Invoices and Memos landing page (AR3010PL) where I added the Remove Hold action.

 


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  • Jr Varsity III
  • 52 replies
  • May 6, 2022

@JeffLiew  - following this for the similar issue we have 


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  • Jr Varsity III
  • 52 replies
  • May 6, 2022

@vkumar  We have the same issue in build 21.211.0033


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2754 replies
  • May 13, 2022

Hi @ddunn were you able to resolve this or do you need further assistance from @vkumar ? Thank you!


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  • Author
  • Captain II
  • 556 replies
  • Answer
  • May 13, 2022

Hi @Chris Hackett  - This was a conversion project so we had the Acumatica team re-create the imported transactions to not be on hold.

However, it appears at @eshahid98 is experiencing the same issue.


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  • Jr Varsity III
  • 52 replies
  • May 13, 2022

@ddunn  for us this stopped working after a system upgrade too. 

@JeffLiew  - do we still have this outstanding?


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  • Varsity III
  • 112 replies
  • July 5, 2023

Same issue here - the remove hold function as mass action does not work. The invoices/bills remain On Hold.


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