Adding an Entity in a Hold Request

Procedure

To add an entity in a hold request:

  1. Ensure that the Hold Entities section is expanded when you are creating or editing a hold request.

    The Hold Entities section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hold Entity ID Used to indicate the entity (such as, person, account, or bill depending on the specified entity level) that you want to keep on hold.
    Note:
    The Search (The Search Icon) icon appears corresponding to the Hold Entity ID field. Depending on the entity level selected, the system behaves in the following manner on clicking the Search icon:

    • If the entity level is set to Account, the Account Search window appears.

    • If the entity level is set to Person, the Person Search window appears.

    • If the entity level is set to Bill, the Bill Search window appears.

    If you are creating a hold request for a bill via the Account Receivable Central or Funding Request screen, the system, by default, displays the selected bill ID and the field is non-editable. You cannot remove this selected bill from the hold request throughout its lifestyle.

    If you are creating a hold request for an account via the Delinquency Central screen, the system, by default, displays the account ID (of the selected overdue process) and the field is non-editable. You cannot remove this account from the hold request throughout its lifestyle.

    If the entity level is set to Bill, you must specify a bill with non-zero outstanding bill amount and which is in the Complete status.

    		 Yes
    Start Date Used to specify the date from when you want to hold the entity.
    Note:

    The hold entity start date must be between the hold request start and end dates and between at least one process's start and end dates.

    The hold entity start date cannot be later than the hold entity end date.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 Yes
    End Date Used to specify the date till when you want to hold the entity.
    Note:

    The hold entity end date must be between hold request start and end dates and between at least one process's start and end dates.

    The hold entity end date cannot be earlier than the hold entity start date.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 No
    Hold Amount Used to specify the outstanding bill amount that you want to keep on hold.
    Note:

    This field appears when the Bill option is selected from the Entity list.

    This field is editable only when the Allow Partial Hold for Bill option is selected in the respective hold request type.

    By default, the system displays the amount which is outstanding on the bill. If the field is editable, you can change the hold amount, if required. However, ensure that you specify a non-zero value in this field and the specified amount should not exceed the outstanding bill amount.

    		 Yes
    Hierarchy Used to indicate whether all the accounts in the person’s hierarchy or only the persons’ immediate accounts should be kept on hold. Note that the system considers only the child persons and not the grand child persons from the person’s hierarchy and then derives the accounts where the child person is the main customer.
    Note: This field appears when the Person option is selected from the Entity list.
    		 No
    Note: The Hold Entities section appears only when the Use Selection Criteria option is not selected while creating a hold request for an account or a person.
  2. Enter the required details in the Hold Entities section.
  3. If you want to add more than one entity in the hold request, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove an entity from the hold request, click the Delete (The Delete Icon) icon corresponding to the hold entity.

Related Topics

For more information on... See...
How to create a hold request Creating a Hold Request