Defining an Entity for a Hold Request

Prerequisites

To define an entity for a hold request, you should have:

  • Values defined for the values HOLD_​ENTITY_​LVL_​FLG flag.

Procedure

To define an entity for a hold request:

  1. Ensure that the Hold Entities section is expanded when you are defining or editing the hold request.
    The Hold Entities section contains the following columns in a grid:
    Field Name Field Description Mandatory (Yes or No)
    Hold Entity ID Used to specify the hold entity ID.
    Note:

    You can search for an entity ID by clicking the search (The Search Icon) icon corresponding to the field

    • If the hold entity is selected as an account, you must specify the account ID in this field.

    • If the hold entity is selected as bill, you must specify the bill ID in this field.

    • If the hold entity is selected as person, you must specify the person ID in this field

    		 Yes
    Start Date Used to specify the date from when you want to hold the entity.
    Note:

    By default, system date appears in this field

    The hold entity start date must be between the hold request start and end dates and between at least one process's start and end dates.

    The hold entity start date cannot be later than the hold entity end date.

    		 Yes
    End Date Used to specify the date till when you want to hold the entity.
    Note:

    The hold entity end date must be between hold request start and end dates and between the process's start and end dates.

    The hold entity end date cannot be earlier than the hold entity start date.

    		 No
    Hold Amount Displays the amount which is kept on hold.
    Note: This column appears when the hold entity is Bill.
    		 Not applicable
    Hierarchy Used to associate the hold entity with the entity hierarchy relationship.
    Note: This field appears only when you select the Person option from the Entity list.
    		 No
  2. Enter the required details in the Hold Entities section.
  3. If you want to define more than one entity for the hold request, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove an entity from the hold request, click the Delete (The Delete Icon) icon corresponding to the hold entity.

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