Setting the C1-HOLDSRCH Feature Configuration

The C1-HOLDSRCH feature configuration enables the system to create active hold requests in the MANL (manual) mode by accessing the hold request creation, modification, release, and view through inbound web service.

Prerequisites

To set the C1-HOLDSRCH feature configuration, you should have:

  • Values defined for the HLRQ_​OPT_​TYP_​FLG lookup field.

Procedure

To set the C1-HOLDSRCH feature configuration:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Feature Configuration.
    A sub-menu appears.
  3. Click the Search option from the Feature Configuration sub-menu.
    The Feature Configuration Query screen appears.
  4. In the Feature Configuration Search zone, enter C1-HOLDSRCH in the Feature Name field.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of feature configurations that meet the search criteria appears in the search results.
  6. In the Search Results section, click the link in the Description column corresponding to the feature configuration whose details you want to edit.

    The Feature Configuration screen appears. It contains the following option types:

    Option Type Description Mandatory (Yes or No)
    Account FK Ref Used to indicate the foreign key reference for an account.
    Note: You must specify a value which is already defined in the HLRQ_​OPT_​TYP_​FLG lookup field. It must be in the Active status.
    Yes (Conditional)
    Note: This data is required while creating an active hold request in the manual mode by accessing the hold request creation, modification, release, and view through inbound web service.
    Bill FK Ref Used to indicate the foreign key reference for a bill.
    Note: You must specify a value which is already defined in the HLRQ_​OPT_​TYP_​FLG lookup field. It must be in the Active status.
    Yes (Conditional)
    Note: This data is required while creating an active hold request in the manual mode by accessing the hold request creation, modification, release, and view through inbound web service.
    Funding Exclusion Reason Used to indicate the exclusion reason code for a bill in the funding request when the bill is put on hold through the Funding Request screen for the entire outstanding amount.
    Note: You must specify a value which is already defined in the HLRQ_​OPT_​TYP_​FLG and CAN_​RSN_​CD_​FLG lookup field. It must be in the Active status.
    Yes (Conditional)
    Note: This data is required while creating an active hold request in the manual mode by accessing the hold request creation, modification, release, and view through inbound web service.
    Person FK Ref Used to indicate the foreign key reference for a person.
    Note: You must specify a value which is already defined in the HLRQ_​OPT_​TYP_​FLG lookup field. It must be in the Active status.
    Yes (Conditional)
    Note: This data is required while creating an active hold request in the manual mode by accessing the hold request creation, modification, release, and view through inbound web service.
  7. Enter the values for the required option types in the Feature Configuration screen.
  8. Click the Save button in the Page Title area.
    The changes made to the feature configuration are saved.

Related Topics

For more information on... See...
Hold Request Creation, Modification, Release, and View Through Inbound Web Service Hold Request Creation, Modification, Release, and View Through Inbound Web Service