Editing the Entity Details of a Hold Request

Procedure

To edit the entity details of 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 whose details you want to edit.
    The Hold Request screen appears.
  3. Select the check box corresponding to the hold entity that you want to edit in the Hold Entities zone.
    Note: You can also select multiple hold entities at the same time. In addition, you can select the check box corresponding to the column header. This allows you to update the details of all the hold entities listed in the respective page.
  4. Click Edit.

    The Edit Hold Request Entities screen appears. It contains the following fields:

    Field Name Field Description
    Hold Request Information Displays information about the hold request.
    Start Date Displays the date from when the hold request is effective.
    End Date Displays the date till when the hold request is effective.

    In addition, this screen contains the following columns:

    Column Name Column Description Mandatory (Yes or No)
    Entity ID Displays the entity ID. Not applicable
    Entity Information Displays the information about the entity. Not applicable
    Start Date Used to specify the date from when you want to hold the entity.
    Note:

    This field is editable only when the hold request is in the Draft status.

    The hold entity start date must be between the hold request start and end dates and between at least one process's start and end dates.

    The hold entity start date cannot be later than the hold entity end date.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 Yes
    End Date Used to specify the date till when you want to hold the entity.
    Note:

    The hold entity end date must be between hold request start and end dates and between at least one process's start and end dates.

    The hold entity end date cannot be earlier than the hold entity start date or system date.

    You cannot update a past dated end date of a hold entity.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 No
    Hold Amount Used to specify the outstanding bill amount that you want to keep on hold.
    Note:

    This column appears when the Bill option is selected from the Entity list.

    This field is editable only when the Allow Partial Hold for Bill option is selected in the respective hold request type.

    You must specify a non-zero value in this field and the specified amount should not exceed the outstanding bill amount.

    		 Yes
    Hierarchy Used to indicate whether all the accounts in the person’s hierarchy or only the persons’ immediate accounts should be kept on hold. Note that the system considers only the child persons and not the grand child persons from the person’s hierarchy and then derives the accounts where the child person is the main customer.
    Note:

    This column appears when the Person option is selected from the Entity list.

    This column is editable only when the hold request is in the Draft status.

    		 No
    Note: The Edit button appears when the hold request is in the Draft or Active status.
  5. Modify the details of the hold entities, if required.
  6. Click Save.
    The changes made to the hold request are saved.
    Note: After updating the end date of a hold entity, you need to execute the Hold Request Monitor (C1-HLMON) batch. On executing the batch, the system will accordingly update the bill after date, postpone credit review until date, defer auto pay date, and hold refund until date, if required, for the respective entity.

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 Viewing)
Hold Entities zone Hold Entities