Viewing the Hold Request Details

Procedure

To view the details of 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 view.

    The Hold Request screen appears. It 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 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 the complete trail of actions performed on the hold request.

  3. View the details of the hold request in the Hold Request zone.
  4. View the hold request entities (such as person, accounts, or bills) in the Hold Entities zone.

Related Topics

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