Hold or resume a billing schedule—Contracts

This topic is only applicable to termed contracts. A termed contract has both start and end dates.

This topic describes how to place a billing schedule on hold and how to resume a billing schedule that was previously on hold.

Place a billing schedule on hold

Placing a contract schedule on hold temporarily stops the schedule. You will not be able to generate invoices from the schedule while it's on hold. If you want to permanently stop a contract schedule, cancel the contract schedule.

Note the following about placing a contract schedule on hold:

• You cannot place an evergreen contract on hold.
• The hold takes effect on the date that you select as the Hold date when you place the contract schedule on hold.
• The contract schedule will display the Hold date while the schedule is on hold.
• If there are one or more Open periods scheduled to post before the Hold date, the contract schedule's status will still equal "In progress".
• You can edit the billing schedule while it's on hold. However, you cannot change any of the billing information for a contract line, such as the Flat/Fixed amount, Billing frequency, and so on, while its billing schedule status is On hold. If you want to edit this information, resume the billing schedule.
• If the contract line is scheduled for renewal while contract schedules are on hold, the renewal process will still renew the contract line. The child contract line schedule status will be Open. The original contract line schedule status will still be On hold until you resume or cancel it. To prevent the contract line from renewing, clear the Renew checkbox on the contract line prior to the renewal date.
• You cannot cancel a contract line that has schedules with On hold status. Resume the contract schedules to cancel the contract line.
• For kit contract lines: You can place the billing schedule on hold for the kit item contract line. You can place the revenue schedules on hold for the kit component contract lines.

To place a billing schedule on hold:

1. Open an existing contract in Edit mode.
2. In the Contract lines section, select the pencil icon next to the contract line you want to put on hold.
3. In the Contract lines popup window, select More Actions and then select Hold contract line.
4. In the Hold Schedules for Contract Line dialog box, use the calendar tool to select a Hold date.
5. Optionally, enter any text regarding the hold in the Memo field. This field has a 500 character limit.
6. In the Schedules to hold section, select the Billing schedules checkbox and select OK.

   A green confirmation message appears at the top of the Contract lines window.

Resume a billing schedule

Resuming a billing schedule releases the hold and allows the schedule to be available for invoicing. The resumed billing schedule contains the same Scheduled billing dates as it did before the hold. The billing schedule resumes as of the date you enter as the Resume date.

For kit contract lines: You can resume the billing schedule for the kit item contract line. You can resume the revenue schedules for the kit component contract lines.

To resume a billing schedule:

1. Open an existing contract in Edit mode.
2. In the Contract lines section, select the pencil icon next to the contract line you want to resume.
3. In the Contract lines popup window, select More Actions and then select Resume contract line.
4. In the Resume Contract Schedules dialog box, use the calendar tool to select the desired Resume date.

   The Resume date must be on or after the Hold date.

5. Optionally, enter a note regarding the resume action in the Memo field.

6. In the Schedules to resume section, select Billing schedules.
7. Select OK.

   A green confirmation message appears at the top of the Contract lines popup window.

View hold or resume details

You can access the audit trail on the contract line to view hold or resume details such as hold or resume dates, modified dates, and memos. Learn more about the audit trail.

Field descriptions

Hold dialog box

Hold dialog box field descriptions

Field	Description
Hold date	The date on which the hold takes effect for the selected contract schedules. You can have a different Hold date for a billing, revenue, or expense schedule. A Hold date isn’t required. If you leave the Hold date field blank, the Hold date defaults to the last posted schedule entry date +1.
Memo	Free form text entry. This field has a 500 character limit.
Schedules to hold	Select one or more of the following contract schedules to put on hold: Billing schedules Revenue schedules Expense schedules A grayed-out checkbox next to a contract schedule indicates that the schedule is already on hold. Open the schedule to see the Hold date or choose More actions -> View audit trail from the contract line popup window to view hold information.

Resume dialog box

Resume dialog box field descriptions

Field	Description
Resume date	The date on which the resume takes effect for the selected contract schedules. You can have a different resume date for a billing, revenue, or expense schedule. The Resume date must be on or after the schedule's Hold date. The Resume date is required.
Memo	Free form text entry. This field has a 500 character limit.
Schedules to resume	Select one or more of the following contract schedules to resume: Billing schedules Revenue schedules Expense schedules