Report on suppliers 'on hold'

Owned by Fiona Wilson, created
Last updated: Oct 23, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

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

When a supplier is put ‘on hold’ it prevents users from selecting them via the company/supplier search, such as when adding a contractor to a Works Order

Being able to mark a supplier as ‘on hold’ is a configuration option & was introduced in version 12.155 - click here for more information: https://reapit.atlassian.net/wiki/spaces/RW/pages/1842905089

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

  • To only return suppliers who are on hold, leave On Hold set to is true

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

  • 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