Editing a Hold Request

Prerequisites

To edit a hold request, you should have:

  • Values defined in the HOLD_​REASON_​FLG lookup field

Procedure

To edit 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 edit.
    The Hold Request screen appears.
  3. Ensure that the Main tab is selected.
  4. Click the Edit button in the Hold Request zone.

    The Hold Request screen appears. It contains the following sections:

    • Main - Used to specify the basic details for the hold request.

    • Hold Processes - Used to indicate one or more processes of the entity that you want to keep on hold for a particular period.

    • Characteristics - Used to define the characteristics for the hold request.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hold Request Information Displays information about the hold request. Not applicable
    Hold Request Type Indicates the hold request type using which the hold request is created. Not applicable
    Start Date Displays the date from when the hold request is effective. Not applicable
    End Date Used to specify the date till when the hold request is effective.
    Note:

    The hold request end date cannot be earlier than the hold request start date.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    You must specify a date which is equal to or later than the system date.

    		 Yes
    Hold Reason Used to indicate the reason why you want to hold the entity.
    Note:

    The list includes only those values which are defined in the HOLD_​REASON_​FLG lookup field.

    You cannot change the hold reason when the hold request is in the Active status.

    		 Yes
    Entity Indicates the type of entity for which the hold request is created. The valid values are:

    • Account

    • Bill

    • Person

    		 Not applicable
    Comments Used to specify additional information about the hold request.
    Note: You can resize the text box depending on your requirement by clicking the Resize Handle () icon at the bottom right corner of the text box.
    		 No
    Note: The Edit button appears when the hold request is in the Draft or Active status.
  5. Modify the required details in the Main section.
  6. Add or remove the hold processes from the hold request, if required.
    Note:

    You cannot delete a process or modify the details of a process except the end date when the hold request is in the Active status. Note that you cannot specify a date which is earlier than the system date.

    A new process is added with the start date later than or equal to the system date.

    You cannot change the past end date of an entity or process in the hold request.

    You cannot add or remove a hold process from the hold request when it is created through the Upload Request feature.

  7. Define, edit, or remove characteristics of the hold request, if required.
  8. Click Save.
    The changes made to the hold request 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 Viewing)
Hold Request zone Hold Request
How to add a process in a hold request Adding a Process in a Hold Request
How to define a characteristic for a hold request Defining a Characteristic for a Hold Request