Hold Entities
The Hold Entities zone lists the entities which are added in the hold request. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Person Information | Displays information about the person. In addition, this
column has a context menu ( ) icon which helps in navigating to other screens
in the application.Note:
It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person. This column appears when the entity level in the hold request is set to Person. |
| Account Information | Displays information about the account. In addition, this
column has a context menu () icon which helps in navigating to other screens
in the application. Note:
It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account. This column appears when the entity level in the hold request is set to Account. |
| Bill Information | Displays information about the bill. In addition, this column
has a context menu () icon which
helps in navigating to other screens in the application. Note:
It has a link. On clicking the link, the Bill screen appears where you can view the details of the respective bill. This column appears when the entity level in the hold request is set to Bill. |
| Entity ID | Indicates the entity which is kept on hold through the hold request. |
| Start Date | Displays the date from when the entity is on hold. |
| End Date | Displays the date till when the entity is on hold. Note: Once
the hold request is either manually or automatically released, the
system updates the hold entity end date to the system date.
|
| Hold Amount | Displays the bill amount which is kept on hold through the
hold request. Note: This column appears when the entity level in the
hold request is set to Bill.
|
| Bill After Date | Displays the date after which bills can be generated for
the account. Note:
This column appears when the entity level in the hold request is set to Account. Once the hold request is either manually or automatically released, the bill after date is cleared (i.e., set to NULL) for the respective account. |
| Postpone Credit Review Until | Displays the date after which overdue debt can be monitored
for the entity either through the Overdue or Delinquency Management process. Note: This column appears
when the entity level in the hold request is set to Account or Person.
|
| Defer Auto Pay Date | Displays the date till when you want to hold the automatic
payment process for the account. Note: This column appears when the
entity level in the hold request is set to Account.
|
| Hierarchy | Indicates whether all the accounts in the person’s hierarchy
or only the persons’ immediate accounts should be kept on hold through
the hold request. The valid values are:
Note:
This column appears when the entity level in the hold request is set to Person. The system considers only the child persons and not the grand child persons from the person’s hierarchy and then derives the accounts where the child person is the main customer. |
| Hold Refund Until | Displays the date after which the refund request can be processed
for the account. Note:
This column appears when the entity level in the hold request is set to Account. The system does not stop you from creating A/P adjustments for an account from the Adjustment screen when the refund process is kept on hold for the account. |
In addition, this zone contains the following buttons:
| Button Name | Button Description |
|---|---|
| Edit | Used to edit the details of the hold entity. |
| Delete | Used to delete the hold entity from the hold request. |
The Edit and Delete buttons appear only when the hold request is in the Draft or Active status.
A check box appears corresponding to each hold entity. To update the details of a hold entity, select the check box corresponding to the hold entity and then click the Edit button. You can also select multiple hold entities at the same time. In addition, you can select the check box corresponding to the column header. This allows you to update the details of all the hold entities listed in the respective page. For more information, see Editing the Entity Details of a Hold Request.
You can also mass update the end date of the hold entities in a hold request at once by clicking the Edit All link available in the upper right corner of this zone. The link appears only when the hold request is in the Draft or Active status. For more information, see Updating the End Date of All the Hold Entities (Mass Edit).
To delete a hold entity, select the check box corresponding to the hold entity and click the Delete button. You can also select multiple hold entities at the same time. In addition, you can select the check box corresponding to the column header. This allows you to delete all the hold entities listed in the respective page. For more information, see Deleting an Entity from a Hold Request.
You can filter
the list using the Entity ID field available
in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (
) icon in the upper right corner of this
zone.