4.1 Create Hold Code

This topic describes the systematic instructions to create a hold code.

Note:

The fields marked as Required are mandatory.
  1. Click Account Configurations, and under Account Configurations, click Hold Code.
  2. Under Hold Code, click Create.
    The Create page displays.
  3. Specify the fields on Create page, .

    Table 4-1 Create Hold Code - Field Description

    Field Description
    Hold Code Specify the hold code in the text field. The field is mandatory and takes alphanumeric chatacters.
    Description Specify a description of the Hold Code. Provide details like the reason for the hold.
  4. Click Save to complete the steps or click Cancel to exit without saving.
    The Hold Code is created.

    Note:

    At this point, the status of the Hold Code is Unauthorized. A user with a supervisor role has to approve the Hold Code. After approval, the status changes to Authorized, and the Hold Code is available for use by another process.
  5. Approve the Hold Code.
    To approve or reject Hold Code, see View Hold Code.

    Note:

    As a maker of this configuration, you cannot approve it. It has to be approved by another user with a Supervisor role.