Defining a Hold Request Type

Prerequisites

To define a hold request type, you should have:

  • Hold request business objects defined in the application

Procedure

To define a hold request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select H and then click Hold Request Type.
    A sub-menu appears.
  3. Click the Add option from the Hold Request Type sub-menu.

    The Select Business Object screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hold Request Type Business Object Used to indicate the business object that you want to use to create the hold request type. Yes
    Tip: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Hold Request Type screen.
    Note: The Select Business Object screen appears when there are multiple hold request type business objects defined in the application. If there is only one hold request type business object defined in the application, the Hold Request Type screen appears.
  4. Select the required hold request type business object from the respective field.
  5. Click OK.

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

    • Main - Used to specify basic details about the hold request type.

    • Hold Processes - Used to define the processes to hold for the hold request type.

    • Characteristics - Used to define the characteristics for the hold request type.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hold Request Type Used to specify the hold request type. Yes
    Business Object Indicates the hold request type business object used while defining the hold request type. Not applicable
    Description Used to specify the description for the hold request type. Yes
    Hold Request Business Object Used to indicate the business object that you want to use while creating the hold request. Yes
    Detailed Description Used to specify additional information about the hold request type. No
    Status Used to indicate the status of the hold request type. The valid values are:

    • Active

    • Inactive

    Note: You cannot change the status of a hold request type to Inactive if there are hold requests which are created using the hold request type and are currently in the Draft or Approval In Progress status.
    		 Yes
    Allow Partial Hold for Bill Used to indicate whether the partial hold amount will be accepted for a bill. Yes
    Defer Processing Count Used to indicate the number of entities to determine if the hold request will be processed in deferred mode.
    Note:

    If the number of entities is less than the Defer Processing Count, the hold request will be processed in real time (i.e. immediately).

    Defer processing count should be a numerical value without decimal points.

    		 No
    Approval Required Used to indicate whether approval is required while creating the hold request using hold request type. No
    Approval To Do Type Used to indicate that To Do of the specified To Do type must be created when you submit the hold request for approval.
    Note: This field appears when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected
    Approval To Do Role Used to indicate that users with the specified To Do role can only approve the hold request submitted for approval.
    Note: This field appears when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected
    Submitter To Do Type Used to indicate the To Do type for the submitter. No
    Submitter To Do Role Used to indicate the To Do role for the submitter. No
    Note:

    Deferred mode means in the background when the Hold Request Periodic Monitor (C1-HLDRQ) batch is invoked. You can configure the Hold Request Periodic Monitor (C1-HLDRQ) batch such that it is executed at regular intervals. When the Hold Request Periodic Monitor (C1-HLDRQ) batch is invoked, the system checks whether there are any hold requests in the Deferred status. If there is an hold request in the Deferred status, then its status is changed to Active.

  6. Enter the required details.
    Note: You can search for To Do Type by clicking the Search (The Search Icon) icon corresponding to the respective field.
  7. Define processes to hold for the hold request type.
    Note:

    At least one hold process needs to be selected for defining a hold request type.

  8. Define characteristics for the hold request type, if required.
  9. Click Save.
    The hold request type is defined.

Related Topics

For more information on... See...
Hold Request Type screen Hold Request Type
Hold Request Type List zone Hold Request Type List
How to define a characteristic for a hold request type Defining a Characteristic for a Hold Request Type