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Contract

Hold History

A customer may be put on Hold for a variety of reasons, for example:

  • a credit check failure
  • exceeding payment terms

The Hold History of a selected Contract may be viewed from the Contract Listing screen.

Refer to Place a Contract on Hold and Release a Contract on Hold for more information about placing a Contract on Hold.

Ribbon Access: Contract > Contracts

  1. The Contract Listing screen will be displayed.
  2. Select the Site that you wish to work in.

  1. This screen opens by default in the Active status.
  2. Select a different status from the drop-down menu, if required.
  • Notes:
    • If the contract you wish to view, is currently on Hold, select the Hold Status from this menu.

View Hold History

  1. Select the row of the contract where you wish to view the Hold History.
  2. Click on the Hold History tile.

  1. The Hold History for Contract No.: [] screen will open.
  2. Here you can view a historical list of reasons why the selected contract has been put on Hold.
  3. The Date the Hold period started and the Employee who initiated this Hold period is recorded.
  4. The Estimated Release Date and actual Release Date are also captured.
  5. Click on Back to return to the Contract Listing screen.