Editing the Entity Details in a Hold Request

Procedure

To edit a hold request entities:

  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 edit.
    The Hold Request screen appears.
  3. Select the entities that you want to edit in the Hold Entities zone and click the Edit button.
    Note:

    The Edit button appears when the hold request is in the Draft or Active status.

    You can either edit or delete all the hold entities by clicking the Select All check box available in the first column of the table in the Hold Entities zone.

    Pagination is used to display limited number of records in the Hold Entities zone. You can use the navigation links, such as Previous and Next to navigate between pages.

    The Edit Hold Request Entities screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Hold Request Information Displays information about hold request. Not applicable
    Start Date Displays the start date of hold request. Not applicable
    End Date Displays the end date of hold request. Not applicable
    In addition to the above fields, this screen contains the following additional fields:
    Column Name Column Description Mandatory (Yes or No)
    Entity ID Displays the entity ID. Not applicable
    Entity Information Displays the information about the entity. Not applicable
    Start Date Used to indicate the date from when the entity is on hold.
    Note: This field is not editable when the hold request is in the Active status.
    		 Yes
    End Date Used to indicate the date till when the entity is on hold. No
    Hold Amount Used to indicate the hold amount for bill.
    Note: This field appears only hold request is for bill.
    		 Yes
  4. Modify the details of the hold entities, if required.
  5. Click Save.
    The changes made to the hold entities are saved.

Related Topics

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