Search Hold Request
The Search Hold Request zone allows you to search for a hold request using various search criteria. It contains the following two sections:
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Search Criteria - The Search Criteria section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Search By Used to indicate whether you want to search for a hold request using the hold request or bill details. The valid values are: -
Request Details
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Bill Details
Note: By default, the Request Details option is selected.Yes Hold Request Type Used to search hold requests which are created using a particular hold request type. Note:This field appears when the Request Details option is selected from the Search By list.
The list includes only those hold request types which are already defined in the system.
No Entity Used to search hold requests which are created at a particular entity level. The valid values are: -
Account
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Bill
-
Person
Note:This field appears when the Request Details option is selected from the Search By list.
The list includes only those values which are defined in the HOLD_ENTITY_LVL_FLG lookup field.
No Hold Process Used to search hold requests which are created to hold a particular process of an entity. The valid values are: -
Auto Pay
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Bill Generation
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Delinquency
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Funding
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Overdue
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Refund
Note:This field appears when the Request Details option is selected from the Search By list.
The list includes only those values which are added in the HOLD_PROCESS_FLG lookup field.
No User ID Used to search hold requests which are created by a particular user. Note: This field appears when the Request Details option is selected from the Search By list.No Hold Reason Used to search hold requests which are created due a particular reason. Note:This field appears when the Request Details option is selected from the Search By list.
The list includes only those values which are defined in the HOLD_REASON_FLG lookup field.
No Start Date Used to search hold requests which are created from a particular date onwards. Note:This field appears when the Request Details option is selected from the Search By list.
You can either manually specify the date or select it using the Date Picker (
) icon corresponding to the field.
No Status Used to search hold requests with a particular status. The valid values are: -
Active
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Activation Approval In Progress
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Approval In Progress
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Deferred Processing
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Discarded
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Draft
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Entity Derivation Pending
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Rejected
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Released
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Release Approval in Progress
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Release Request Approved
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Return Release Request to Submitter
Note: This field appears when the Request Details option is selected from the Search By list.No End Date Used to search hold requests which are created till a particular date. Note:This field appears when the Request Details option is selected from the Search By list.
You can either manually specify the date or select it using the Date Picker (
) icon corresponding to the field.
No Account ID Used to search hold requests which are created for a particular account. Note:This field appears when the Request Details option is selected from the Search By list.
The Search (
) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears.
No Person ID Used to search hold requests which are created for a particular person. Note:This field appears when the Request Details option is selected from the Search By list.
The Search (
) icon appears corresponding to the Person ID field. On clicking the Search icon, the Person Search window appears.
No Hold Request ID Used to search a particular hold request. Note: This field appears when the Request Details option is selected from the Search By list.No Bill ID Used to search hold requests which are created for a particular bill. Note:This field appears when the Bill Details option is selected from the Search By list.
The Search (
) icon appears corresponding to the Bill ID field. On clicking the Search icon, the Bill Search window appears.
No Bill Date From Used to search hold requests which are created for bills from a particular date onwards. Note:This field appears when the Bill Details option is selected from the Search By list.
You can either manually specify the date or select it using the Date Picker (
) icon corresponding to the field.
No To Used to search hold requests which are created for bills till a particular date. Note:This field appears when the Bill Details option is selected from the Search By list.
You can either manually specify the date or select it using the Date Picker (
) icon corresponding to the field.
No Note: You must specify at least one search criterion while searching for a hold request. -
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Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:
Column Name Column Description Creation Date Time Displays the date and time when the hold request is created. Hold Request Information Displays information about the hold request. Note: It has a link. On clicking the link, the Hold Request screen appears where you can view the details of the respective hold request.Status Indicates the status of the hold request. The valid values are: -
Active
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Activation Approval In Progress
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Approval In Progress
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Deferred Processing
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Discarded
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Draft
-
Entity Derivation Pending
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Rejected
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Released
-
Release Approval in Progress
-
Release Request Approved
-
Return Release Request to Submitter
Start Date Displays the date from when the hold request is effective. End Date Displays the date till when the hold request is effective. Note: The data appears in this column only when the end date is specified for the hold request.Hold Processes Indicates the processes which are kept on hold for the entity through the hold request. If multiple processes are selected in a hold request, the system concatenates and displays the hold processes separated by the Comma (,) symbol. Hold Reason Indicates the reason why the hold request is created for the entity. Created By Indicates the user who has created the hold request. Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages. -
Related Topics
For more information on... | See... |
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How to search for a hold request | Searching for a Hold Request |
How to view the details of a hold request | Viewing the Hold Request Details |
How to create a hold request | Creating a Hold Request |