Approving a Hold Release Request

Procedure

To approve a hold release 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 whose details you want to edit.
    The Hold Request screen appears.
  3. Click the Approve button in the Hold Request zone.
    The status of the hold request is changed to Released.
    Note:

    The Release button appears only when the hold request is in the Release Approval in Progress status.

    Once the hold request is in the Released status, the End Date of various hold processes and entities gets updated.

    On releasing a hold request, the system checks whether the number of entities is less than or equal to the defer processing count. If the number of entities is less than or equal to the defer processing count the system does the following:

    If… Then…
    The hold request is created for an account, the auto pay process is on hold, and the entity end date in the hold request is earlier than or equal to the batch business date The automatic payment details are updated in the CI_​BILL_​ACH table.

Related Topics

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