Adding Accounts in a Hold Request

Procedure

To add accounts in a hold request:

  1. Search for the hold request in the Hold Request screen which are having Account as a hold entity and Draft as status.
  2. In the Search Results section, click the link in the Hold Request Information column corresponding to the hold request whose details you want to view.
    The Hold Request screen appears.
  3. Ensure the Search Account zone is expanded.
  4. Enter the search criteria in the Search Account zone.
    In the Search Results section, list of accounts meeting the search criteria are displayed.
  5. Select the accounts which you want to add in the hold request and then click the Add button available in the upper left corner.
    Selected accounts are added in the hold request.

Related Topics

For more information on... See...
How to search for a hold request Searching for a Hold Request
How to create a hold request Creating a Hold Request
Search Account Zone Search Account
How to search for accounts in a hold request Searching Accounts