Creating a Hold Request

Prerequisites

To create a hold request, you should have:

  • Hold request types defined in the application.

  • Hold request reasons defined in the application.

  • Hold request entities defined in the application.

  • Hold request processes defined in the application.

Procedure

To create a hold request:

  1. Do either of the following:
    If you want to...Then...
    Define a hold request from the Account Receivable Central screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Accounting and Receivable and then click Account Receivable Central.

      The Account Receivable Central screen appears.

    3. Search for the bill in the Account Receivable Central screen.

    4. In the Search Results section, select the required bill and then click Hold.

    Note:

    Bills are selected to be on hold from Account Receivable Central.

    Only one bill at a time is allowed to select for Hold Request from Account Receivable Central

    Define a hold request from the Delinquency Central screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Delinquency Management and then click Delinquency Central.

      The Delinquency Central screen appears.

    3. Search for the overdue process in the Delinquency Central screen.

    4. In the Search Results section, select the required overdue process and then click Create Hold Request.

    Note:

    Accounts are selected to be on hold from Delinquency Central screen

    Only one account at a time is allowed to select for Hold Request from Delinquency Central screen.
    Define a hold request from the Hold Request screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Accounting and Receivable and then click Hold Request.

      A sub-menu appears.

    3. Click the Add option from the Hold Request sub-menu.

    The Add Hold Request screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hold Request Type Used to indicate the request type using which you want to create the hold request. Yes
    Tip: Alternatively, you can access the Add Hold Request screen by clicking the Add button in the Page Title area of the Hold Request screen.
  2. Select the required hold request type from the respective field.
  3. Click OK.

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

    • Main - Used to specify basic details about the hold request. This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Hold Request Type Indicates the hold request type using which you want to create the hold request. Not applicable
      Start Date Used to specify the date from when the hold request is effective.
      Note:

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

      By default, system date appears in this field.

      		 Yes
      End Date Used to specify the date till when the hold request is effective.
      Note: The hold request end date cannot be earlier than the hold request start date.
      		 Yes
      Hold Reason Used to indicate the reason why you want to hold the entity. Yes
      Entity Used to indicate the type of the entity for which you want to create the hold request. The valid values are:

      • Account

      • Bill

      • Person

      Note: If a bill is kept on hold using the Account Receivable Central screen, then this field displays Bill as an entity and the Hold Entities section displays information about the bill.
      		 Yes
      Comments Used to specify additional information about the hold request. No
  4. Enter the required details in the Hold Request screen.
  5. Define entities for the hold request, if required.
  6. Define processes for the hold request.
  7. Define characteristics for the hold request, if required.
  8. Click Save.
    The hold request is created in the Draft status.
Note: It is recommended that user should set the C1-HLMON batch every time the hold request is generated. Otherwise, alert would be shown in the dashboard which may not give the proper representation of active hold requests.

Related Topics

For more information on... See...
Hold Request screen Hold Request (Used for Searching)
How to define an entity for a hold request Defining an Entity for a Hold Request
How to define a process for a hold request Defining a Process for a Hold Request
How to define a characteristic for a hold request Defining a Characteristic for a Hold Request