Submitting a Hold Request

Prerequisites

To submit a hold request, you should have:

  • Hold Request Types, Hold Processes and Hold Entities defined in the request.

Procedure

To submit a hold request:

  1. Search for the hold request in the Hold Request screen.
  2. In the Search Results section, click the link in the Hold Request Information column corresponding to the hold request that you want to submit.
    The Hold Request screen appears.
  3. Click the Submit button in the Hold Request zone.
    The system behaves in the following manner:
    If... Then
    The Approval Required check box is selected in the hold request type using which the hold request is created. A To Do of the C1-HLDAP To Do type is created and sent to the approver and the status of the hold request is changed to Approval In Progress.
    The Approval Required check box is not selected in the hold request type using which the hold request is created. The hold request is created using the specified hold request types and the status of the hold request is changed to Active or Deferred Processing as specified in the hold request type.
    Note:

    The Submit button appears when the hold request is in the Draft status.

    Once the request is activated, the Release button appears in the Record Actions section.

    If hold request start date is in past and its status is draft then, on activation of the hold request, the start date is changed to the system date.

    For Active hold request, C1-DELBI batch will delete all pending bill segments and bills under account for bill generation process.

    For more information about the Delete Pending Bill segments and Bills (C1-DELBI) batch, refer to Oracle Revenue Management and Billing Batch Guide.

Related Topics

For more information on... See...
How to search for a hold request Searching for a Hold Request
Hold Request screen Hold Request (Used for Searching)
Hold Request zone Hold Request