Search Hold Request

The Search Hold Request zone allows you to search for hold requests using various search criteria. This zone contains the following two sections:

• 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 request or bill details. The valid values are: Request Details 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 you select the Request Details option from the Search By list.	No
  Entity	Used to search hold request with a particular entity. The valid values are: Account Person Bill Note: This field appears when you select the Request Details option from the Search By list.	No
  Hold Process	Used to search hold requests which are created using a particular hold process. Note: This field appears when you select the Request Details option from the Search By list.	No
  User ID	Used to search hold requests which are created by a particular user. Note: This field appears when you select the Request Details option from the Search By list.
  Hold Reason	Used to search hold requests which are created using a particular hold reason. Note: This field appears when you select the Request Details option from the Search By list.	No
  Start Date	Used to search hold requests which are created from a particular date onwards. Note: This field appears when you select the Request Details option from the Search By list.	No
  Status	Used to search hold requests with a particular status. The valid values are: Active Draft Released Approval In Progress Deferred Processing Rejected Note: This field appears when you select the Request Details option 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 you select the Request Details option from the Search By list.	No
  Account ID	Used to search hold requests which are created for a particular account. Note: This field appears when you select the Request Details option from the Search By list. You can search for an account by clicking the Search () icon corresponding to the field.	No
  Hold Request ID	Used to search a particular hold request. Note: This field appears when you select the Request Details option from the Search By list.	No
  Person ID	Used to search hold requests which are created for a particular person. Note: This field appears when you select the Request Details option from the Search By list. You can search for a person by clicking the Search () icon corresponding to the field.	No
  Bill ID	Used to search hold requests which includes bill segments or adjustments of a particular bill. Note: This field appears only when you select the Bill Details option from the Search By list. You can search for a bill by clicking the Search () icon corresponding to the field.	No
  Bill Date From	Used to search hold requests which includes bill segments or adjustments of bills which are created from a particular date onwards. Note: This field appears when you select the Bill Details option from the Search By list.	No
  To	Used to search hold requests which includes bill segments or adjustments of bills which are created till a particular date. Note: This field appears when you select the Bill Details option from the Search By list.	No

  Note: You must specify at least one search criterion while searching for a hold request.

• 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
  Create 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 Draft Released Approval In Progress Deferred Processing Rejected
  Start Date	Displays the date when the hold request is created.
  End Date	Displays the date when the hold request is released.
  Hold Processes	Displays the hold processes using which hold request is created.
  Hold Reason	Displays the hold reason for the hold request.
  Created By	Indicates the user who has created the hold request.

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