Adding a Log Entry for a Hold Request

Procedure

To add a log entry for a hold request:

  1. Search for the hold request in the Hold Request screen.
  2. In the Search Results section, click the link in the Hold Request Information column corresponding to the hold request whose log you want to edit.

    The Hold Request screen appears. It consists of the following tabs:

    • Main - Displays information about the hold request. It contains the following zones:

      • Hold Request - Displays the details of the hold request.

      • Hold Entities - Lists the hold entities records of the hold request.

      • Search Account - Searches the accounts to be put on hold.

        Note: This zone appears when hold request is for 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.

    • Log - Lists the complete trail of actions performed on the hold request. This tab contains the following zone:

      • Hold Request Log - Displays the trail of actions performed on the particular hold request.

  3. Click the Log tab.
    The Log tab appears.
  4. Click the Add Log Entry link in the upper right corner of the Hold Request Log zone.

    The Add Hold Request Log window appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hold Request Information Displays information about the hold request. Not applicable
    Log Details Used to specify additional comments for the hold request. Yes
  5. Enter the comments in the Log Details field.
  6. Click Save.
    The log entry is added in the Hold Request Log zone.

Related Topics

For more information on... See...
How to search for a hold request Searching for a Hold Request