4.2 Process to View Hold Code

This topic describes the systematic instructions to view the list of configured hold codes.

  1. Click Account Configurations, and under Account Configurations, click Hold Code.
  2. Under Hold Code, click View.
    The View page displays.

    Note:

    Table 4-2 Hold Code Tile - Field Description

    Field Description
    Hold Code Displays the hold code.
    Description Displays the description of the hold code.
    Authorization Displays the authorization status of the record.
    • Authorized
    • Rejected
    • UnAuthorized
    Status Displays the status of the record.
    • Open
    • Closed

     

    Note:

  3. View the details of a Hold Code.
    1. Click More Options menu icon and select View.
      The Hold Code Maintenance page displays.
    2. Click Audit.
      A dialog displays the Maker, Checker, Status, and Modification Number of the record.
  4. Unlock and update a Hold Code.
    1. Click More Options menu icon and select Unlock.
      The Hold Code Maintenance page displays.
    2. Update the Hold Code Description.
    3. Click Save.
  5. Approve or Reject the unauthorized Hold Code.