Approving a Hold Activation Request

You can view the number of hold requests which are pending for approval in the Hold Request screen. The approver can review, and accordingly approve, reject or resubmit the hold request based on the observations.

Note: The system will not allow you to approve, reject or resubmit a hold request submitted by you.

Procedure

To approve a hold request:

  1. Do either of the following:
    If you want to...Then...
    Approve a hold request through the Hold Request screen

    1. Search for the hold request in the Hold Request screen.

    2. In the Search Results section, click the link in the Hold Request Information column corresponding to the hold request which you want to review.
    Approve a hold request from the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do Type for User Search window appears.

    3. Enter C1-HLDAP in the To Do Type field.

    4. Click the Search button corresponding to the To Do Type field.

      The To Do List screen appears.

    5. Select the Open option from the Filter by list to view all unassigned To Dos.

    6. Click the link in the Message column corresponding to the To Do of the hold request that you want to review.
    The Hold Request screen appears.
  2. Review the hold request details.
  3. Click the Approve button in the Hold Request zone.

    The system behaves in the following manner:

    If you are... Then...
    Approving a Hold request The status of the hold request is changed to Active or Deferred Processing as specified in the hold request type.
    Note:

    The Approve button appears when the hold request is in the Approval In Progress status.

    You can also resubmit the hold request if any changes are required in the hold request. Upon clicking the Re Submit button, provide the comments to make the required changes for the hold request.

    On approving a hold request, the system checks whether the number of entities is less than or equal to the defer processing count. If the number of entities is less than or equal to the defer processing count the system does the following:

    If… Then...
    The hold request is created for an account, the bill generation process is on hold, and the entity start date in the hold request is earlier than or equal to the batch business date The entity end date or process end date whichever is earlier is set in the Bill After field for the respective account.
    Note: The Bill After field appears in the Main tab of the Account screen.
    The hold request is created for an account, the overdue process is on hold, and the entity start date in the hold request is earlier than or equal to the batch business date The entity end date or process end date whichever is earlier is set in the Postpone Credit Review Until field for the respective account.
    Note: The Postpone Credit Review Until field appears in the C & C tab of the Account screen.
    The hold request is created for an account, the auto pay process is on hold, and the entity start date in the hold request is earlier than or equal to the batch business date The entity end date or process end date whichever is earlier is set in the Defer Auto Pay Date field for the respective account.
    Note: The Defer Auto Pay Date field appears in the Auto Pay tab of the Account screen.
    The hold request is created for an account, the auto pay process is on hold, and the entity end date in the hold request is earlier than the batch business date The automatic payment details are updated in the CI_​BILL_​ACH table.
    The hold request end date is earlier than the batch business date The status of the hold request is changed to Released. In addition, the entity end date and process end date is set to the hold request end date when the entity end date or process end date is either not specified or is a future date.

Related Topics

For more information on... See...
Hold Request screen Hold Request (Used for Searching)
Hold Request zone Hold Request
How to search for a hold request Searching for a Hold Request