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Tip

Being able to mark a supplier as ‘on hold’ is a configuration option & was introduced in AgencyCloud version 12.155 - click here for more information: Put supplier 'on hold' - configuration option

1. Report criteria

When carrying out company reports, it is possible to report on suppliers who are on hold and/or view information on whether the supplier is on hold in the report results grid

From Power Reports screen:

  • Select Company as the report type and click Show more

  • In Company section, On Hold can be selected as a report criteria option

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  • To only return

just

  • suppliers who are on hold

in your report

  • , leave On Hold set to is true

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Tip

Click Pick Company Criteria to add any further criteria options to your report

2. Add On Hold column to company report grid

After running a company report, the results grid includes a column titled On Hold which indicates whether a supplier is on hold

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  • Grid functions can be used to sort or group/filter the list according to whether they are on hold

    • Click the column heading to sort

    • Click to the right of the column heading (to view filter icon - shown above) for group/filter options

Info

For more information on Power Reports, click here: Power Reports

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
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Suppliers who are marked as ‘on hold’ can be reported on via company Power Reports - an On Holdcolumn is also available on the company report results grid

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