Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Placing Transactions on Hold

In Interactive Billing, you can specify that all or a portion of a labor, expense, or unit transaction be held back and not billed on the current invoice.

  • On the Labor, Expense, or Units tabs in Interactive Billing, use the Hold action in the grid to hold transactions that have a status of Bill, Write-off, or Delete.
  • Select one transaction and then use the Hold action to hold an entire transaction or a portion of it. If you hold a portion of it, the transaction is split, and you see a new transaction in the grid with a Hold status that has the amount to hold and not bill on the current invoice. The original transaction with its original status displays in the grid with its amount reduced to reflect the held portion.
  • When you select multiple transactions in the grid on the Labor, Expense, or Units tabs in Interactive Billing and then click Hold, the full amount of each transaction is held, and the status for each transaction immediately changes to Hold. In this scenario, the Hold dialog box does not open to let you hold only a portion of a transaction.
  • If you want to change the billing status of many transactions, you can so more efficiently by using the Update Billing Status utility in Utilities > Updates > Update Billing Status.
  • If you set up Interactive Billing to release holds automatically (the Release Holds Automatically option in Settings > Billing > Options is set to Yes), all held transactions are automatically released after you accept a final invoice; their status is automatically changed to Bill. If you do not have the Release Holds Automatically option turned on, held transactions remain held until you manually change the Hold status on the Labor, Expense, or Units tabs in Interactive Billing.