Editing a Hold Request

Procedure

To edit 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 details you want to edit.
    The Hold Request screen appears.
  3. Click the Edit button in the Hold Request zone.
    Note: The Edit button appears when the hold request is in the Draft or Active status.

    The Hold Request screen appears. It contains the following sections:

    • Main - Used to specify basic details about the hold request. This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Hold Request Information Displays information about the hold request. Not applicable
      Hold Request Type Displays the hold request type using which the hold request is created. Not applicable
      Start 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.

      Yes
      End Date Used to specify the date till when the hold request is effective.
      Note: The hold request end date cannot be earlier than the hold request start date.
      Yes
      Hold Reason Used to indicate the reason why you want to hold the entity.
      Note: The hold reason must exists in the HOLD_​REASON_​FLG lookup field and its status must be Active.
      Yes
      Note: This field cannot be edited if hold request is in Active status.
      Entity Displays the hold entity. Not applicable
      Comments Used to specify the additional information about hold request. No
    • Hold Processes - Used to specify the processes on hold in the hold request. This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Hold Process Used to indicate the process that needs to be kept on hold. Yes
      Start Date Used to specify the date from when process is to be on hold for the hold request.
      Note:

      This field is not editable when hold request is in Active status.

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

      Yes
      End Date Used to specify the date till when the hold process is to be on hold. No
    • Characteristics - Used to define the characteristics for the hold request. This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Effective Date Used to specify the date from when the characteristic is effective for the hold request. Yes (Conditional)
      Note: This field is required when you are defining a characteristic for the hold request.
      Characteristic Type Used to indicate the characteristic type.
      Note: The list includes only those characteristic types where the characteristic entity is set to Hold Request.
      Yes (Conditional)
      Note: This field is required when you are defining a characteristic for the hold request.
      Characteristic Value Used to specify the value for the characteristic type.
      Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
      Yes (Conditional)
      Note: This field is required when you are defining a characteristic for the hold request.
  4. Modify the details of the hold request, if required.
    Note:

    If you want to specify more than one hold processes, click the Add (The Add Icon) icon corresponding to the process and then specify the details.

    However, if you want to remove a hold process from the hold request, click the Delete (The Delete Icon) icon corresponding to the process.

  5. Define, edit, or remove characteristics of the hold request, if required.
  6. Click Save.
    The changes made to the hold request are saved.

Related Topics

For more information on... See...
How to search for a hold request Searching for a Hold Request
Hold Request screen Hold Request (Used for Searching)
Hold Request zone Hold Request
How to define a characteristic for a hold request Defining a Characteristic for a Hold Request