Enhanced interface

Hold or resume multiple contract line schedules

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

You can hold or resume contract line schedules within a single contract. Or, you can hold or resume contract line schedules across multiple contracts from the Manage Schedules page. Choose whether to hold or resume billing, revenue, or expense schedules for contract lines.

Subscription	Contracts
Regional availability	Australia Canada South Africa United Kingdom United States
User type	Business Employee Project Manager Warehouse
Permissions	Contract: List, View, Edit Manage schedules: Run Bulk Action Runs: List, View
Restrictions	Only Business users can Edit contract schedules. Employee, Project Manager, and Warehouse users can only View contract schedules.
Dependencies	The contract has Term type = "Termed"

Hold contract schedules

A contract schedule can be a revenue, billing, or expense schedule. Placing a contract schedule on hold temporarily stops the schedule. You will not be able to post or invoice from the schedule while it is on hold. If you want to stop a contract line's schedules permanently, cancel the contract line.

Note the following about placing a contract schedule on hold:

The hold takes effect on the date that you select as the hold date when you place the schedule on hold.
The schedule will display the hold date while the schedule is on hold. The hold dates are stored on the contract line object.
If there are one or more Open periods scheduled to post or invoice before the hold date, the schedule's status will still be "In progress".
You can edit the schedule while it is on hold. However, you can't change the template or the template start and end dates for a contract line while its schedule status is "On hold". If you want to edit this information, resume the 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 "In progress". 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 can't cancel a contract line that has schedules with "On hold" status—resume the schedules to cancel the contract line.
For revenue and expense schedules: The hold function applies to both schedule 1 and schedule 2.
For revenue schedules only:
- If your company is also subscribed to the Software Digital Board Book: placing a revenue schedule on hold does not affect MRR.
- If you want to place an undelivered contract line on hold, you must use the contract line start date as the hold date. The Delivery status will still be "Undelivered", but the revenue schedule status will be "On hold". Before you can deliver the contract line, you must resume it from hold using the contract line start date as the resume date.

Hold schedules in a single contract

Open an existing contract in Edit mode.
Select More actions and then select Hold contract schedules.
The Hold Contract Schedules window appears.
Under Schedules to hold, select the checkbox next to the type of schedule you want to hold. You can select one or more types.
The Contract lines grid displays all contract lines that have at least one of the selected schedule type that can be placed on hold.
In the Hold date field, use the calendar tool to select the desired date.
Optionally, enter any text regarding the hold in the Memo field. This field has a 500 character limit.
In the Contract lines section, select the checkbox next to each contract line for which you want to hold the selected schedule types and select Hold.
The window closes and a green confirmation message appears at the top of the Contracts page.

Hold schedules across multiple contracts from the Manage Schedules page

Set filters and preview contract lines:
1. Go to Contracts > All > Manage schedules.
2. In the Action dropdown, select Hold.
3. In the As of date field, use the calendar tool to select a date on or before which includes the schedules you want to hold.
4. Select your desired filters to narrow the focus of the contract lines with schedules you want to hold.
  
  See the Manage Schedules field descriptions for details about each filter field.
5. Select Preview.
  The Contract lines section displays only the available lines that meet the filter criteria and have at least one schedule that's not on hold.
6. If you do not see the desired results, expand the Filters section, adjust the filter criteria, and select Preview again.
  Always select Preview after adjusting the filter criteria. Sometimes it looks like the list changed when you select different filter criteria, but Intacct will not execute the filter until you select Preview.
7. Under Schedules to hold, select the checkbox next to the type of schedule you want to hold.
  
  You can select one or more types.
8. In the Hold date field, use the calendar tool to select the desired date.
9. Optionally, enter any text regarding the hold in the Hold memo field.
  
  This field has a 500 character limit.
10. Optionally, sort or filter to refine the list of contract lines further.
  - To sort by a column, select the desired column label. Each time you select the label, the column is sorted in the opposite order.
  - To filter a column, enter all or part of the desired value in the textbox at the top of a column. The results display all schedules that contain the entered values.
Select contract lines and execute the hold action:
1. Do one of the following:
  - Select the checkbox to the far left of each contract line that you want to hold.
  - Select the checkbox in the column header to select all contract lines on the page.
2. Use the navigation at the top right of the section to go to the next page and select more contract lines, if applicable.
3. Select Hold.

Resume contract schedules

Resuming a contract schedule releases the hold effective as of the resume date and allows the open periods to be available for posting or invoicing.

Note the following about resuming a contract schedule:

For billing schedules: the resumed billing schedule contains the same Scheduled billing dates as it did before the hold.
For revenue and expense schedules:
- The Resume action resumes both schedule 1 and schedule 2.
- If the schedule uses a template with a Recognition method other than Straight line or Daily rate, Intacct schedules the recognition for past periods using the specified Resume date as the Scheduled posting date. It does not use the previously scheduled posting dates.
- If the schedule has Posting type = Automatic: When you resume the schedules, Intacct automatically posts the recognition for past periods using the specified Resume date as the posting date. It does not use the previously scheduled posting dates.
For revenue schedules only: For revenue schedules that use the Straight line or Daily rate recognition methods and the contract line Delivery status = Undelivered: The resume action and the Revenue adjustment option will not affect the revenue schedule. When you later deliver the contract line, the Revenue adjustment option and Delivery date will affect the revenue schedule.

Resume schedules in a single contract

Open an existing contract in Edit mode.
Select More actions and then select Resume contract schedules.
The Resume Contract Schedules window appears.
Under Schedules to resume, select the checkbox next to the type of schedule you want to resume. You can select one or more types.
The Contract lines grid displays all contract lines that have at least one of the selected schedule type that can be resumed.
In the Resume date field, use the calendar tool to select the desired date.
Optionally, enter any text regarding the resume in the Memo field. This field has a 500 character limit.
(Optional—applicable to revenue schedules only) If you want to use a Revenue adjustment type that's different than the type on the associated revenue template, use the dropdown list to select the desired type.
This field is only applicable for revenue templates where the Recognition method = Straight line or Daily rate.
In the Contract lines section, select the checkbox next to each contract line for which you want to resume the selected schedule types and select Resume.
The window closes and a green confirmation message appears at the top of the Contracts page.

Resume schedules across multiple contracts from the Manage Schedules page

Set filters and preview contract lines:
1. Go to Contracts > All > Manage schedules.
2. In the Action dropdown, select Resume.
3. In the As of date field, use the calendar tool to select a date on or before which includes the schedules you want to resume.
4. Select your desired filters to narrow the focus of the contract lines with schedules you want to resume.
  
  See the Manage Schedules field descriptions for details about each filter field.
5. Select Preview.
  The Contract lines section displays only the available lines that meet the filter criteria and have at least one schedule that's on hold.
6. If you do not see the desired results, expand the Filters section, adjust the filter criteria, and select Preview again.
  Always select Preview after adjusting the filter criteria. Sometimes it looks like the list changed when you select different filter criteria, but Intacct will not execute the filter until you select Preview.
7. Under Schedules to resume, select the checkbox next to the type of schedule you want to resume.
  
  You can select one or more types.
8. In the Resume date field, use the calendar tool to select the desired date.
9. Optionally, enter any text regarding the resume in the Resume memo field.
  
  This field has a 500 character limit.
10. Optionally, if you want to use a Revenue adjustment type that's different than the type on the associated revenue template, use the dropdown list to select the desired type.
  This field is only applicable for revenue templates where the Recognition method = Straight line or Daily rate.
11. Optionally, sort or filter to refine the list of contract lines further.
  - To sort by a column, select the desired column label. Each time you select the label, the column is sorted in the opposite order.
  - To filter a column, enter all or part of the desired value in the textbox at the top of a column. The results display all schedules that contain the entered values.
Select contract lines and execute the resume action:
1. Do one of the following:
  - Select the checkbox to the far left of each contract line that you want to resume.
  - Select the checkbox in the column header to select all contract lines on the page.
2. Use the navigation at the top right of the section to go to the next page and select more contract lines, if applicable.
3. Select Resume.

View hold or resume details

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

Troubleshoot hold or resume contract schedules

The following table describes some common hold and resume problems and provides possible solutions.

Problem	Possible solution
Unable to hold contract line <#>: Billing/Revenue/Expense schedule is not In progress.	If a contract schedule is completed, you can't put that contract schedule on hold. Deselect the applicable schedule type (for example, Contract line billing schedules) or deselect the contract line with the completed schedule.
No contract line revenue, billing, or expense schedules are eligible to hold.	All of the schedules of the selected type are either already on hold, pending hold, or completed. If you are trying to hold a schedule that's already on hold or pending hold, for example you want to set the hold date to an earlier date, first resume the schedule as of the original hold date and then place the schedule on hold again as of the earlier date.
Unable to resume contract line <#>: The Resume date must be on or after the <schedule> hold date <date>.	If a contract schedule is on hold or pending hold, the resume date must be on or after the hold date. For example, say that today is 02/15 and you accidentally placed a schedule on hold effective 03/01. You try to resume the schedule as of 02/15, but you receive this error. Use the hold date as the resume date so that the schedule will continue as before the hold action. In this example, use 03/01 as the resume date.

Problem

Possible solution

Unable to hold contract line <#>: Billing/Revenue/Expense schedule is not In progress.

If a contract schedule is completed, you can't put that contract schedule on hold. Deselect the applicable schedule type (for example, Contract line billing schedules) or deselect the contract line with the completed schedule.

No contract line revenue, billing, or expense schedules are eligible to hold.

All of the schedules of the selected type are either already on hold, pending hold, or completed. If you are trying to hold a schedule that's already on hold or pending hold, for example you want to set the hold date to an earlier date, first resume the schedule as of the original hold date and then place the schedule on hold again as of the earlier date.

Unable to resume contract line <#>: The Resume date must be on or after the <schedule> hold date <date>.

If a contract schedule is on hold or pending hold, the resume date must be on or after the hold date.

For example, say that today is 02/15 and you accidentally placed a schedule on hold effective 03/01. You try to resume the schedule as of 02/15, but you receive this error. Use the hold date as the resume date so that the schedule will continue as before the hold action. In this example, use 03/01 as the resume date.

Field descriptions

The following tables describe each field in the Hold Contract Schedules and Resume Contract Schedules windows within a contract. See field descriptions for the Manage Schedules page here.

Hold Contract Schedules fields

Hold contract schedules field descriptions
Field	Description
Schedules to hold Contract line billing schedules Contract line revenue schedules Contract line expense schedules	The types of schedules that you want to hold. You can select one or more types. The Contract lines grid will display all contract lines that have at least one of the selected schedule type that can be placed on hold. The hold action only applies to a schedule that's eligible to be placed on hold. For example, say you select both Contract line revenue schedules and Contract line billing schedules. A contract line appears in the grid that indicates its revenue schedule is already on hold. If you select that contract line, enter a valid Hold date, and select Hold, the billing schedule is placed on hold. The revenue schedule is not affected.
Hold date	The date on which the hold takes effect for the selected contract schedules.
Hold memo	Any free-form text regarding the hold. This field has a 500 character limit.

Contract lines grid

Contract lines grid field descriptions
Field	Description
Contract line no	The contract line number associated with the corresponding schedules.
Item	The item associated with the contract line.
Billing hold status Revenue hold status Expense hold status	Displays one of the following: Field is blank: the corresponding schedule is not on hold and can be placed on hold. On hold <date>: the corresponding schedule is already on hold effective on the given date. The hold action will not affect this schedule type. Pending hold <date>: the corresponding schedule has a hold that will start on a future date <date>. The hold action will not affect this schedule type. A dash "-": the corresponding contract line does not have a contract line-level expense associated with it. The dash only appears in the Expense hold status column.

Resume Contract Schedules fields

Resume contract schedules field descriptions
Field	Description
Schedules to resume Contract line billing schedules Contract line revenue schedules Contract line expense schedules	The types of schedules that you want to resume. You can select one or more types. The Contract lines grid will display all contract lines that have at least one of the selected schedule type that can be resumed. The resume action only applies to a schedule that's eligible to be placed on hold. For example, say you select both Contract line revenue schedules and Contract line billing schedules. A contract line appears in the grid that indicates its revenue schedule is not on hold. If you select that contract line, enter a valid Resume date, and select Resume, the billing schedule is resumed. The revenue schedule is not affected.
Resume date	The date on which the resume takes effect for the selected contract schedules. The Resume date must be on or after the schedule's Hold date.
Resume memo	Any free-form text regarding the resume. This field has a 500 character limit.
Revenue adjustment type	This field is only applicable if you select Contract line revenue schedules. Determines how Intacct will schedule revenue that was skipped during the hold period. Use template default—uses the Revenue adjustment option on the associated revenue template. Catch-up: One time—sets the Scheduled posting date for all revenue that was scheduled prior to the Resume date to the Resume date. Catch-up: Distributed—recalculates the revenue schedule term using the Resume date as the start date and spreads the total revenue amount across the shortened schedule so that any skipped periods during the hold period are eventually caught up. Walk forward—regenerates the revenue schedule as of the Resume date and pushes the end date out to the date that's equal to the number of days from the original revenue template Start date to the Resume date. Intacct prorates any partial periods. The whole period amount remains equal to the originally-scheduled whole period amount.

Contract lines grid

Contract lines grid field descriptions
Field	Description
Contract line no	The contract line number associated with the corresponding schedules.
Item	The item associated with the contract line.
Billing hold status Revenue hold status Expense hold status	Displays one of the following: Field is blank: the corresponding schedule is not on hold. The resume action will not affect this schedule type. On hold <date>: the corresponding schedule is on hold effective on the given date. The resume action will affect this schedule type. Pending hold <date>: the corresponding schedule has a hold that will start on a future date <date>. The resume action will affect this schedule type.