Hold Request (Used for Viewing)

Once you create a hold request, the Hold Request screen allows you to:

• Add entities in a hold request

• Add processes in a hold request

• Edit the details of a hold request

• Edit the hold amount against each entity. This is valid for only bill.

• Delete a hold request

• View the details of a hold request

• Submit a hold request for approval

• Approve or reject a hold request

• Resubmit a hold request for approval

• Activate and Release a hold request

• Search for an account, bill, and person in a hold request

• Edit the end dates of all the entities in a hold request

• Delete all the entities in a hold request

• View the log of a hold request

• Add a log entry for a hold request

This screen 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 entities, such as person, accounts, or bills that are on hold request.

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

    Note: This zone appears when hold request is for an 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 complete trail of actions performed on the hold request. This tab contains the following zone:

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

Related Topics

Parent topic: Hold Request