Approval Process for Hold Request Release

Earlier, you were able to configure the approval process for activating a hold request. Now, you can configure the approval process for activating and/or releasing a hold request. To introduce this feature, the following changes are made in the system:

The Approval Required, Approval To Do Type, and Approval To Do Role fields in the Hold Request Type screen are renamed to Activation Approval, Activation Approval To Do Type, and Activation Approval To Do Role, respectively.
The Release Approval, Release Approval To Do Type, and Release Approval To Do Role fields are newly added in the Hold Request Type screen.
The description of the APPRPROGRESS status in the C1-HoldRequest business object is changed to Activation Approval In Progress.
The following new statuses are introduced in the C1-HoldRequest business object:
- Release Approval in Progress
- Release Request Approved
- Return Release Request to Submitter

If you want to configure the approval process for hold request activation, you need to set the following fields in the respective hold request type - Activation Approval, Activation Approval To Do Type, and Activation Approval To Do Role. However, if you want to configure the approval process for hold request release, you need to set the following fields in the respective hold request type - Release Approval, Release Approval To Do Type, and Release Approval To Do Role. You can set the same or different approval configuration for hold request activation and release.

On clicking the Release button, the system does the following:

If…	Then…
The Release Approval option is selected in the respective hold request type	A To Do is created using the To Do type specified in the Release Approval To Do Type field and sent to the approver having a To Do role specified in the Release Approval To Do Role field. The status of the hold request is then changed to Release Approval in Progress. The approver can review, and accordingly approve or resubmit the hold request based on the observations. On clicking the Approve button, the system updates the hold entity, hold process, and hold request end dates and then changes the status of the hold request to Released. Note: If the hold request is created for an account, the system also updates the following dates - Bill After Date, Postpone Credit Review Until, Defer Auto Pay Date, and Hold Request Until. However, on clicking the Resubmit button, the system enables you to enter the reason why you want to reject the hold release request. Once you specify the reason, the system changes the status of the hold request to Active. In addition, a To Do is created using the To Do type specified in the Submitter To Do Type field and sent to the approver having a To Do role specified in the Submitter To Do Role field.
The Release Approval option is not selected in the respective hold request type	The system then changes the hold entity, hold process, and hold request end dates. Finally, the status of the hold request is changed to Released. Note: If the hold request is created for an account, the system also updates the following dates - Bill After Date, Postpone Credit Review Until, Defer Auto Pay Date, and Hold Request Until.

If…

Then…

The Release Approval option is selected in the respective hold request type

A To Do is created using the To Do type specified in the Release Approval To Do Type field and sent to the approver having a To Do role specified in the Release Approval To Do Role field. The status of the hold request is then changed to Release Approval in Progress.

The approver can review, and accordingly approve or resubmit the hold request based on the observations. On clicking the Approve button, the system updates the hold entity, hold process, and hold request end dates and then changes the status of the hold request to Released.

Note: If the hold request is created for an account, the system also updates the following dates - Bill After Date, Postpone Credit Review Until, Defer Auto Pay Date, and Hold Request Until.

However, on clicking the Resubmit button, the system enables you to enter the reason why you want to reject the hold release request. Once you specify the reason, the system changes the status of the hold request to Active. In addition, a To Do is created using the To Do type specified in the Submitter To Do Type field and sent to the approver having a To Do role specified in the Submitter To Do Role field.

The Release Approval option is not selected in the respective hold request type

The system then changes the hold entity, hold process, and hold request end dates. Finally, the status of the hold request is changed to Released.

Note: If the hold request is created for an account, the system also updates the following dates - Bill After Date, Postpone Credit Review Until, Defer Auto Pay Date, and Hold Request Until.