Hold Request

Oracle Revenue Management and Billing allows you to hold the amount for Person, Account or Bills. Hold is a way to prevent certain types of activities from taking place for a customer over a given period of time. The activities that need to be on Hold vary according to the reason for hold, such as due to a climate disaster the collection activity remains on Hold until disaster period is over. Hold Request is a process in Oracle Revenue Management and Billing to put the entities on hold to perform certain activities. Following are the hold request entities:

  • Person: If the person is on hold then all entities linked to that person where the person is financially responsible, such as bills will be on hold.

  • Account: If the account is on hold then all the bills of that account will be on hold.

  • Bill: A bill will be on complete or in partial hold.

You need to specify the hold request type while creating a hold request. Hold request type helps the system to determine:

  • Whether to allow the partial hold for bill or not.

  • Whether hold requests must be created in real time (i.e. immediately) or in the deferred mode

  • Whether hold request must be approved by the approver before keeping entities on hold

It is possible for a given entity, such as a person or account, to be affected by hold request with differing periods or at differing levels. For example, if there is a hold request added for a person manually and another hold request is there due to some other reason for an account belongs to the person who is already on hold. The system assumes that both hold requests are in effect for the account and that the period of accounts starts from the start of the earlier hold request record (for the account) until the later of the two release dates.

During the hold request process, a hold request goes through various statuses in its lifecycle. For more information about the hold request status, see Hold Request (Without Approval) Status Transition

Note that the lifecycle of a hold request is driven by the business object using which the hold request is created. A hold request business object named C1-HoldRequest is shipped with the product. The hold request feature explained in this document is articulated based on the lifecycle and logic defined in the C1-HoldRequest business object. The hold request upload feature explained in this section is documented based on the lifecycle and logic defined in the C1-UPLOADREQ business object. In addition, you can configure the search feature by setting Fkref feature configuration for each entity, such as person, account and bill.

For more information on how to setup the hold request processes, see Prerequisites.