A new feature has been added that allows you to hold trees from being submitted on an invoice. These could be trees that require additional documentation, or refusal trees, or other circumstances such as access issues that may take time to resolve. The tree, when held, will be removed from an invoice, allowing you to submit the rest of the invoice for payment. Once an invoice is submitted for review, user cannot release held trees until the invoice they are on is RTV'd or PAID, allowing the user to make changes again to the invoice.
Nexus On Hold Enhancement
Placing Tree(s) on hold
· Users can now place a tree on hold which will remove it from the applicable invoice(s) until user releases the hold
· To be eligible to be held, a tree must be:
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Invoiced on an invoice that is In Progress (or In Progress+)
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Not on a legacy invoice. Invoice numbers that start with “OVM0000” are considered legacy invoices, and trees on these invoices are not eligible to be held
· User can select multiple trees to hold if all selected trees are eligible to be held
· Once held, trees will be removed from their respective invoices, and invoice can be submitted for approval and payment
· All reports will show amounts currently being held on each invoice in a separate column
Releasing Tree(s) from hold
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Once an invoice is under review held trees cannot be released.
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The same rules apply to making changes to any detail records when an invoice is no longer “In Progress” and under the vendor’s control
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Once an invoice has been RTV’d or Paid, users will be able to release the held trees for review and payment on their respective invoices
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To release a tree from hold, select any eligible tree(s) on the work order to be released. The “Release Trees” button will be enabled. Click the button to remove the tree(s) from hold. Once you are ready, re-submit the invoice for review and payment
The screens below show the process to hold and release trees from a work order invoice:
Placing Tree(s) on hold
Releasing Tree(s) on hold
Submitting Invoices
· When submitting invoices, any amounts held will be shown on the submit screen. These are the amounts that are not being submitted for the invoice selected.
Landing Page Invoices on hold
· The landing page will now have a separate row when any invoices have one or more trees that were placed on hold.
· The number of invoices with one or more trees on hold is displayed.
· You can select the column and click “View Report” to see the invoices that have held trees.
