Issue/Symptom/Question

Why do I need to manually remove the Auto Hold Rule for Pending PO Status when it is turned on to be auto removed?

Environment

Penta for Windows

Accounts Payable > Check Processing > Automated Check Processing > Select Items for Payment

System Rules > System Configuration

Resolution/Fix/Answer

The PO in question skipped the PO Approval step, so the Hold remained active on the invoice.  When System Config settings are set to automatically close PO lines when the dollars and/or units equal committed, the PO Status currently is also set to 100% Complete when all lines are complete.  A Pending Status should not automatically go to 100% Complete because that will skip the approval step.

Penta is working on an update to have the PO Status automatically updated to 100% Complete when the PO Status is Active/Approved only.  If the PO Status is Pending, PENTA will not automatically change the PO Status and leave the PO Status as Pending.  The steps will be to change the PO Status from Pending to Active/Approved, then 100% Complete.  Changing from Pending to Active/Approved will remove the Hold Code, if the Hold Code is set to Automatically be removed.

Cause 

Situation:

• PO is pending
• AP is entered for 100% of the PO
• The PO Status becomes 100% Complete automatically because all lines are 100% complete.
• The Hold Rule #3 is not automatically removed
• Manually change the PO to Active, commit, change back to 100% complete, commit and the hold remains
• The Hold Code is set to Automatically Remove but the hold remains