Hold Request (Used for Viewing)
Once you create a hold request, the Hold Request screen allows you to:
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Add entities in a hold request
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Add processes in a hold request
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Edit the details of a hold request
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Edit the hold amount against each entity. This is valid for only bill.
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Delete a hold request
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View the details of a hold request
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Submit a hold request for approval
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Approve or reject a hold request
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Resubmit a hold request for approval
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Activate and Release a hold request
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Search for an account, bill, and person in a hold request
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Edit the end dates of all the entities in a hold request
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Delete all the entities in a hold request
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View the log of a hold request
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Add a log entry for a hold request
This screen consists of the following tabs:
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Main – Displays information about the hold request. It contains the following zones:
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Hold Request – Displays the details of the hold request.
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Hold Entities – Lists the entities, such as person, accounts, or bills that are on hold request.
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Search Account – Searches the accounts to be put on hold.
Note: This zone appears when hold request is for an Account and its status is Draft. -
Search Bill – Searches the bills to be put on hold.
Note: This zone appears when hold request is for Bill and its status is Draft. -
Search Person – Searches the persons to be put on hold.
Note: This zone appears when hold request is for Person and its status is Draft.
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Log – Lists complete trail of actions performed on the hold request. This tab contains the following zone:
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Hold Request Log – Displays the actions performed on the hold request.
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Related Topics
For more information on... | See... |
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How to view the details of a hold request | Viewing the Hold Request Details |
How to edit a hold request | Editing a Hold Request |
How to delete a hold request | Deleting a Hold Request |
How to submit a hold request | Submitting a Hold Request |
How to release a hold request | Releasing a Hold Request |
Parent topic: Hold Request