Editing a Hold Request Type

Prerequisites

To edit a hold request type, you should have:

  • Hold request business objects defined in the application

Procedure

To edit 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 Search option from the Hold Request Type sub-menu.
    The Hold Request Type screen appears.
  4. In the Hold Request Type List zone, click the Edit (The Edit Icon) icon in the Edit column corresponding to the hold request type whose details you want to edit.

    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 Displays the hold request type. Not applicable
    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.

    Tip: Alternatively, you can click the Edit button in the Hold Request Type zone to edit the details of the hold request type.
  5. Modify the details, if required.
  6. Define, edit, or remove characteristics of the hold request type, if required.
  7. Click Save.
    The changes made to the hold request type are saved.

Related Topics

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