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 DjangoView original
There is a processing screen for SO Invoice to release.
SO505000 - Process invoice and memo
If you need any more help let me know.
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.
Sorry Django, I misread and saw release not release hold.
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 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
I have tested locally on 2021r2, it did work. Please send me your entry point Generic inquiry XML file to check further.
@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.
@ddunn were you able to resolve this or do you need further assistance from @vkumar ? Thank you!
@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.