Issue/Symptom/Question

Is there a rule we could put in place that triggers a warning message or prevents the posting of a Subcontract that is in Pending status (preventing would be ideal)?

Environment

Penta for Windows

Automated Hold Rule Information:

Accounts Payable > Setup > Hold Information > Automated Hold Rule Descriptions

Automated Hold Reasons Setup/Review/Update:

Accounts Payable > Setup > Hold Information > Automated Hold Reasons

Resolution/Fix/Answer

There is a rule that will put a hold on the payment to the Subcontractor, but not one that will prevent the posting of the invoice.

Automated Hold Rule #2 – Subcontract Status is Pending, places Accounts Payable invoices on Hold when a Subcontract status is pending. See screenshot of AP Hold Rule below:

Once the Subcontract status is changed to Active, the invoice hold can be released. Depending on the Setup of your Automated Hold Reasons, the hold will automatically be removed or may need to be manually removed. The Automated Hold Reasons setup can be set up/reviewed/updated by navigating to Accounts Payable > Setup > Hold Information > Automated Hold Reasons. See the screenshot below of a sample setup: