Hold Entities
The Hold Entities zone lists the entities which are added to the hold request. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Person Information | Indicates information about the person who is added to the
hold request. In addition, this column has a context menu which helps
in navigating to other screens in the application. Note: It has a link.
On clicking the link, the Person screen appears
where you can view the details of the respective person.
|
| Account Information | Indicates information about the account which is added to
the hold request. In addition, this column has a context menu which
helps in navigating to other screens in the application. Note: It has
a link. On clicking the link, the Account screen
appears where you can view the details of the respective account.
|
| Bill Information | Indicates information about the bill which is added to the
hold request. In addition, this column has a context menu which helps
in navigating to other screens in the application. Note: It has a link.
On clicking the link, the Bill screen appears
where you can view the details of the respective bill.
|
| Entity ID | Indicates the entity for which the hold request is created. |
| Start Date | Displays the date from when the entity is effective for the hold request. |
| End Date | Displays the date till when the entity is effective for the
hold request. Note: When the status of the hold request is changed
to released, the system updates the end date with the date when the
hold request is released, ensuring that the new date resides within
the start and end date of the hold request.
|
| Hold Amount | Displays the amount of the bill which is kept on hold through
a hold request. Note: This column appears only when Bill is defined as an entity.
|
| Bill After Date | Displays the date after which bills can be generated. Note: This column appears only when Account is defined
as an entity.
|
| Postpone Credit Review Until | Displays the date till when overdue process is to be on hold. Note: This column appears only when Account is defined
as an entity.
|
| Defer Auto Pay Date | Displays the date from when auto pay process is to be put
on deferred mode. Note: This column appears only when Account is defined as an entity.
|
| Hierarchy | Indicates whether the entity is associated with the entity
hierarchy relationship. Note: This column appears only when Person is defined as an entity.
|
In addition to above columns, this screen contains following buttons:
| Button Name | Button Description |
|---|---|
| Edit | Used to edit the end date of hold entities. |
| Delete | Used to delete the hold entities. |
A check box appears corresponding to each hold entity. To update the end date of a hold entity, select the check box corresponding to the hold entity and click the Edit button. You can also select multiple hold entities at the same time. In addition, you can select the check box corresponding to the column header. This allows you to update the end date of all the hold entities listed in the respective page.
You can also edit all the hold entities by clicking the Edit All link available in the upper right corner of this zone.
To delete a hold entity, select the check box corresponding to the hold entity and click the Delete button. You can also select multiple hold entities at the same time. In addition, you can select the check box corresponding to the column header. This allows you to delete all the hold entities listed in the respective page.
Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.
You can filter the list using the Entity ID search criteria available in the Filter area. By default, the Filter area is hidden. You can view the Filter area
by clicking the Filters (
) icon in the upper right corner of this
zone.
Related Topics
| For more information on... | See... |
|---|---|
| How to edit the entities of the hold request | Editing Hold Request Entities |
| Search Account | Search Account |
| Search Bill | Search Bill |
| Search Person | Search Person |