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 the hold request is in the DRAFT status and the start date is past dated, then on the activation of the hold request the start date is changed to the system date.

    If an hold request is in the Active status, the C1-DELBI batch will delete all the pending bill segments and bills under the account for the bill generation process. For more information about the batch, see Oracle Revenue Management and Billing Batch Guide.

    On submitting 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 bill generation process is on hold, and the entity start date in the hold request is earlier than or equal to the batch business date The entity end date or process end date whichever is earlier is set in the Bill After field for the respective account.
    Note: The Bill After field appears in the Main tab of the Account screen.
    The hold request is created for an account, the overdue process is on hold, and the entity start date in the hold request is earlier than or equal to the batch business date The entity end date or process end date whichever is earlier is set in the Postpone Credit Review Until field for the respective account.
    Note: The Postpone Credit Review Until field appears in the C & C tab of the Account screen.
    The hold request is created for an account, the auto pay process is on hold, and the entity start date in the hold request is earlier than or equal to the batch business date The entity end date or process end date whichever is earlier is set in the Defer Auto Pay Date field for the respective account.
    Note: The Defer Auto Pay Date field appears in the Auto Pay tab of the Account screen.
    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 the batch business date The automatic payment details are updated in the CI_​BILL_​ACH table.
    The hold request end date is earlier than the batch business date The status of the hold request is changed to Released. In addition, the entity end date and process end date is set to the hold request end date when the entity end date or process end date is either not specified or is a future date.

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