Hold or resume an expense schedule—Contracts

This topic describes how to place an expense schedule on hold and how to resume an expense schedule that was previously on hold.

Place an expense schedule on hold

Placing a contract schedule on hold temporarily stops the schedule. You will not be able to post recognition 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:

• The hold function applies to both expense schedule 1 and expense schedule 2.
• 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 expense schedule while it's on hold. However, you cannot change the expense template or the template start and end dates for a contract or contract line while its expense schedule status is On hold. If you want to edit this information, resume the expense schedule.
• You cannot cancel a contract line that has schedules with On hold status. Resume the contract schedules to cancel the contract line.
• The Hold date and Hold memo are only applicable when placing a contract line level expense on hold. These fields aren't available when placing a contract-level expense on hold.
• 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.

Place a contract expense on hold

1. Open an existing contract in Edit mode.
2. In the Contract expense details section, select the pencil icon next to the expense you want to hold.
3. In the Expense window, select the More Actions button and select Hold contract expense.

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

Place a contract line expense 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 Expense schedules checkbox and select OK.

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

Resume an expense schedule

Resuming a contract schedule releases the hold and allows the open periods to be available for posting.

Note the following about resuming an expense schedule:

• The resume action resumes both expense schedule 1 and expense schedule 2.
• If the schedule has Posting type = Automatic: When you resume the expense schedule, Intacct automatically posts the expense recognition for past periods using the specified Resume date as the posting date. It does not use the previously scheduled posting dates.

Resume a contract expense schedule

1. Open an existing contract in Edit mode.
2. In the Contract expense details section, select the pencil icon next to the expense you want to resume.
3. In the Expense window, select the More Actions button and select Resume contract expense.

4. Use the calendar tool to select the Resume date and select OK.

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

Resume a contract line expense 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 Expense 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 or 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