Editing a Hold Request Type

Prerequisites

To edit a hold request type, you should have:

  • Hold request business objects defined in the application

  • Required To Do role assigned to the C1-HLDAP and C1-HOLSB To Do types in the application

Procedure

To edit a hold request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select H and then click Hold Request Type.
    A sub-menu appears.
  3. Click the Search option from the Hold Request Type sub-menu.
    The Hold Request Type screen appears.
  4. In the Hold Request Type List zone, click the Edit (The Edit Icon) icon in the Edit column corresponding to the hold request type whose details you want to edit.

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

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

    • Hold Processes - Used to lists the processes that you can keep on hold for an entity while creating a hold request.

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

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hold Request Type Displays the hold request type. Not applicable
    Business Object Indicates the business object which is used while defining the hold request type. Not applicable
    Description Used to specify the description for the hold request type. Yes
    Hold Request Business Object Used to indicate the business object using which you want to create the respective hold request. The valid values are:

    • Hold Request - Display (i.e., C1-HoldReqDisplay)- Enables you to display the details of a hold request.

    • Hold Request - Maintenance (i.e., C1-HoldRequest)

      - Enables you to maintain a hold request.
    Note: The above mentioned business objects are shipped with the product. The list includes those business objects which are created using the Hold Request (i.e., C1-HOLDREQ) maintenance object.
    		 Yes
    Detailed Description Used to specify additional information about the hold request type.
    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
    Status Used to indicate the status of the hold request type. The valid values are:

    • Active

    • Inactive

    Note: You cannot change the status of a hold request type to Inactive when the corresponding hold request is in a status other than Discarded, Rejected, or Released.
    		 Yes
    Allow Partial Hold for Bill Used to indicate whether partial hold is allowed for a bill.
    Note: This field is applicable when you create a hold request (using the hold request type) where the entity level is set to Bill.
    		 Yes
    Defer Processing Count Used to specify the count which helps to determine the following:

    • Whether a hold request must be activated or released in the deferred mode (i.e. in the background) or in the online mode (i.e. real time).

    • Whether the bill after date, postpone credit review until date, defer auto pay date, and hold refund until date must be calculated in the deferred or online mode.

    • Whether the automatic payment details must be updated in theCI_​BILL_​ACH table in the deferred or online mode.

    Note:

    You must specify a positive integer value in this field.

    By default, the value is set to 0. If you do not change the value, the system will consider the defer processing count as 50.

    The Deferred mode means in the background when the Hold Request Periodic Monitor (C1-HLDRQ) batch is executed. You can configure the Hold Request Periodic Monitor (C1-HLDRQ) batch such that it is executed at regular intervals. For more information about this batch, refer to Oracle Revenue Management and Billing Batch Guide.

    		 No
    Activation Approval Used to indicate whether approval is required while activating a hold request (created using the hold request type) for an entity. No
    Activation Approval To Do Type Used to indicate that the To Do entry of the specified To Do type must be created when a hold activation request is submitted for approval.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Activation Approval To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Activation Approval To Do Type field.

    This field appears when the Activation Approval option is selected.

    TheC1-HLDAP To Do type is shipped with the product. You can use the C1-HLDAP To Do type or a custom To Do type, if required.

    		 Yes (Conditional)
    Note: This field is required when the Activation Approval option is selected.
    Activation Approval To Do Role Used to indicate that users with the specified To Do role can only approve a hold activation request which is submitted for approval.
    Note:

    The list includes only those To Do roles which are associated with the activation approval To Do type.

    This field appears when the Activation Approval option is selected.

    		 Yes (Conditional)
    Note: This field is required when the Activation Approval option is selected.
    Release Approval Used to indicate whether approval is required while releasing a hold request (created using the hold request type) of an entity. No
    Release Approval To Do Type Used to indicate that the To Do entry of the specified To Do type must be created when a hold release request is submitted for approval.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Release Approval To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Release Approval To Do Type field.

    This field appears when the Release Approval option is selected.

    TheC1-HLDAP To Do type is shipped with the product. You can use the C1-HLDAP To Do type or a custom To Do type, if required.

    		 Yes (Conditional)
    Note: This field is required when the Release Approval option is selected.
    Release Approval To Do Role Used to indicate that users with the specified To Do role can only approve a hold release request which is submitted for approval.
    Note:

    This field appears when the Release Approval option is selected.

    The list includes only those To Do roles which are associated with the release approval To Do type.

    		 Yes (Conditional)
    Note: This field is required when the Release Approval option is selected.
    Submitter To Do Type Used to indicate that the To Do entry of the specified To Do type must be created when the approver requests the submitter to resubmit a hold activation or release request for approval.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Submitter To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Submitter To Do Type field.

    TheC1-HOLSB To Do type is shipped with the product. You can use the C1-HOLSB To Do type or a custom To Do type, if required.

    		 No
    Submitter To Do Role Used to indicate that users with the specified To Do role can only receive the To Do that is created when the approver requests the submitter to resubmit a hold activation or release request for approval.
    Note: The list includes only those To Do roles which are associated with the submitter To Do type.
    		 Yes (Conditional)
    Note: This field is required when the submitter To Do type is specified in the respective field.
    Tip: Alternatively, you can click the Edit button in the Hold Request Type zone to edit the details of the hold request type.
  5. Modify the required details in the Main section.
  6. Add or remove the hold processes from the hold request type, if required.
    Note: You cannot remove a process from the hold request type when one or more hold requests with the hold process is in a status other than Discarded, Rejected, or Released.
  7. Define, edit, or remove characteristics of the hold request type, if required.
  8. Click Save.
    The changes made to the hold request type are saved.

Related Topics

For more information on... See...
Hold Request Type screen Hold Request Type
Hold Request Type List zone Hold Request Type List
Hold Request Type zone Hold Request Type
How to add a process in a hold request type Adding a Hold Process in a Hold Request Type
How to define a characteristic for a hold request type Defining a Characteristic for a Hold Request Type