Hold Mass Persons Using Selection Criteria

Oracle Revenue Management and Billing enables you to add multiple persons in a hold request by specifying their respective person ID. Here, you can select the Hierarchy option corresponding to the person indicating that you want to hold the processes of the person, its immediate accounts, its child persons, and its child persons’ accounts. Note that the system considers only the child persons and not the grandchild persons from the person’s hierarchy.

Alternatively, you can also specify the selection criteria to derive the list of persons that you want to add in a hold request. The Use Selection Criteria option is available when you set the entity to Person while creating a hold request. On selecting the Use Selection Criteria option, the Hold Entities section is removed from the Hold Request screen. Instead, a section named Person Selection Criteria appears in the Hold Request screen. This section enables you to specify the criteria for deriving persons using the person details.

On saving a hold request with the person selection criteria, the system does the following:

• Sets the massHoldSw field of the hold request to Y

• Sets the HIERARCHY_​SW field corresponding to each hold entity of the hold request to N

• Creates the hold request in the Entity Derivation Pending status

However, while saving a hold request without the person selection criteria, the system does the following:

• Sets the massHoldSw field of the hold request to N

• Sets the HIERARCHY_​SW field corresponding to each hold entity of the hold request to Y or N depending on whether the Hierarchy option is selected or not corresponding to the hold entity

• Creates the hold request in the Draft status

The C1-HLDET batch then checks whether there are any hold requests in the Entity Derivation Pending status. The system considers those hold requests whose start date is earlier than or equal to batch business date. If there is a hold request in the Entity Derivation Pending status, the batch derives the persons based on the criteria defined for the hold request. The derived persons are stored as the hold entities for the hold request in the C1_​HOLD_​REQ_​DTLS table. The start date of all the hold entities is set to the system date and end date is set to null. Finally, the massHoldSw field of the hold request is set toN and the status of the hold request is changed from Entity Derivation Pending to Draft. For more information about the batch, see Oracle Revenue Management and Billing Batch Guide.

Once the status of the hold request is changed to Draft, you can modify the required details of the hold request expect the filter criteria. You can also set the Hierarchy option corresponding to the hold entity in the hold request. You can add more persons (if required) manually from the user interface. You can also edit or delete the persons derived through the filter criteria from the hold request. On activating a hold request created using a selection criterion, the start date of the hold request, hold entity, or hold process is not changed when it is earlier than the system date.

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