Hold Mass Accounts Using Selection Criteria

Oracle Revenue Management and Billing enables you to add multiple accounts in a hold request by specifying their respective account ID. Alternatively, you can also specify the selection criteria to derive the list of accounts that you want to add in a hold request. The Use Selection Criteria option is available when you set the entity level to Account while creating a hold request. On selecting the Use Selection Criteria option, the Hold Entities section is removed from the Hold Request screen. Instead, a section named Account Selection Criteria appears in the Hold Request screen. This section enables you to specify the criteria for deriving accounts using the account, person, policy, or individual membership details. You can specify the criteria for deriving accounts using the policy or individual membership details only when the Environment Type option type of the SYSDT feature configuration is set to H.

On saving a hold request with the account selection criteria, the system does the following:

• Sets the massHoldSw field of the hold request to Y

• Creates the hold request in the Entity Derivation Pending status

However, while saving a hold request without the account selection criteria, the system does the following:

• Sets the massHoldSw field of the hold request to N

• Creates the hold request in the Draft status

The C1-HLDET batch then checks whether there are any hold requests in the Entity Derivation Pending status. The system considers those hold requests whose start date is earlier than or equal to batch business date. If there is a hold request in the Entity Derivation Pending status, the batch derives the accounts based on the criteria defined for the hold request. The derived accounts are stored as the hold entities for the hold request in the C1_​HOLD_​REQ_​DTLS table. The start date of all the hold entities is set to the system date and end date is set to null. Finally, the massHoldSw field of the hold request is set to N and the status of the hold request is changed from Entity Derivation Pending to Draft. For more information about the batch, see Oracle Revenue Management and Billing Batch Guide.

Once the status of the hold request is changed to Draft, you can modify the required details of the hold request expect the filter criteria. You can add more accounts (if required) manually from the user interface. You can also edit or delete the accounts derived through the filter criteria from the hold request. On activating a hold request created using a selection criterion, the start date of the hold request, hold entity, or hold process is not changed when it is earlier than the system date.

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