A hold can be placed on an advance at the time that the advance is processes through Advance Processing and is typically removed when the revenue is processed for the order; which is also the time when the driver would normally receive payment.

 

The Place Advances On Hold When Created option allows for advances generated against an order (holds are not allowed on trips) to automatically be placed on hold.  Use the following procedure to set this option to have holds be placed on advances automatically when they are created.

 

Set the Place Advances On Hold When Created flag

1.   Access the MoversSuite Administration - web,

2.   Open the Accounting Setup > Advance Setup >Advance Setup,

3.   Press the Edit button to allow for changes,

4.   Place a check in the box next to the Place Advances On Hold When Created,

Figure 17: Place Advances On Hold When Created option in Advance Setup

5.   Press Save to keep the change.

 

Holds cannot be placed on advances generated for a trip.  If holds are desired for a trip then advances can be created for the orders that comprise the trip and then the holds would be in effect.

 

 

An advance will be taken off of hold for the following reasons:

•      The order has been cancelled or voided (order Status of “Cancelled” or “Voided”)

•      The driver is unassigned or removed from the order

•      Any transactions are generated from Revenue Entry for the trip or order

 

When an advance is taken off hold the following will occur:

§ The funds are reflected on the driver’s statement

§ The A/P Credit Memo in Microsoft Dynamics GP becomes active

 

Note:  Holds can be manually adjusted within Microsoft Dynamics GP.