Creating a Hold Request

Prerequisites

To create a hold request, you should have:

  • Hold request types defined in the application.

  • Values defined in the HOLD_​REASON_​FLG lookup field

Procedure

To create a hold request:

  1. Do either of the following:
    If you want to...Then...
    Hold a bill through a hold request from the Account Receivable Central screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Accounting and Receivable and then click Account Receivable Central.

      The Account Receivable Central screen appears.

    3. Search for a bill that you want to keep on hold in the Search Bill zone.

      A list of bills that meet the search criteria appears in the search results.

    4. In the Search Results section, select the check box corresponding to the required bill that you want keep on hold and then click Hold.

    Note:

    You can select only one bill at a time while creating a hold request from the Account Receivable Central screen.

    You can only select a bill with non-zero outstanding balance.
    Hold a bill through a hold request from the Funding Request screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Accounting and Receivable and then click Funding Request.

      The Funding Request screen appears.

    3. Search for the required draft funding request in the Search Funding Request zone.

      A list of funding request that meet the search criteria appears in the search results.

    4. In the Search Results section, click the link in the Funding Request Information column corresponding to the funding request whose details you want to edit.

      The Funding Request screen appears.

    5. Click the Bills tab.

    6. Select the check box corresponding to the bills that you want to keep on hold in the Selected Bills zone.

    7. Click the Hold button.

    Note:

    Before clicking the Hold button, you must ensure that the Funding Exclusion Reason option type is set in the C1-HOLDSRCH feature configuration.

    You can select multiple bills at the same time while creating a hold request from the Funding Request screen.

    You can only select a bill with non-zero outstanding balance.
    Hold an account through a hold request from the Delinquency Central screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Delinquency Management and then click Delinquency Central.

      The Delinquency Central screen appears.

    3. Search for the overdue process of an account in the Search Overdue Process zone.

      A list of overdue processes that meet the search criteria appears in the search results.

    4. In the Search Results section, select the check box corresponding to the required overdue process of an account whose processes you want to keep on hold and then click Create Hold Request.

    Note: You can select only one overdue process at a time while creating a hold request for an account from the Account Receivable Central screen.
    Create a hold request for a person, account, or bill from the Hold Request screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Accounting and Receivable and then click Hold Request.

      A sub-menu appears.

    3. Click the Add option from the Hold Request sub-menu.

    The Add Hold Request screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Hold Request Type Used to indicate the hold request type using which you want to create the hold request.
    Note: The list includes only those hold request types which are already defined in the system.
    		 Yes
    Tip: Alternatively, you can access the Add Hold Request screen by clicking the Add button in the Page Title area of the Hold Request screen.
  2. Select the required hold request type from the respective field.
  3. Click OK.

    The Hold Request screen appears. It contains the following sections:

    • Main - Used to specify the basic details for the hold request.

    • Hold Entities - Used to indicate the entity (such as, person, account, or bill depending on the specified entity level) that you want to keep on hold. This section appears only when the Use Selection Criteria option is not selected while creating a hold request for an account or a person.

    • Account Selection Criteria - Used to specify a selection criteria to derive the list of accounts that you want to add in the hold request. This section appears only when the following conditions are met:

      • The Account option is selected from the Entity list.

      • The Use Selection Criteria option is selected.

    • Person Selection Criteria - Used to specify a selection criteria to derive the list of persons that you want to add in the hold request. This section appears only when the following conditions are met:

      • The Person option is selected from the Entity list.

      • The Use Selection Criteria option is selected.

    • Hold Processes - Used to indicate one or more processes of the entity that you want to keep on hold for a particular period.

    • Characteristics - Used to define the characteristics for the hold request.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hold Request Type Indicates the hold request type using which you want to create the hold request. Not applicable
    Start Date Used to specify the date from when the hold request is effective.
    Note:

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

    By default, this field is set to the system date. You can specify a future date, if required. However, when you specify a past date, the system will automatically reset it to the system 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 the hold request is effective.
    Note:

    The hold request end date cannot be earlier than the hold request start 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
    Hold Reason Used to indicate the reason why you want to hold the entity.
    Note: The list includes only those values which are defined in the HOLD_​REASON_​FLG lookup field.
    		 Yes
    Entity Used to indicate the type of entity for which you want to create the hold request. The valid values are:

    • Account

    • Bill

    • Person

    Note:

    The list includes only those values which are defined in the HOLD_​ENTITY_​LVL_​FLG lookup field.

    If you are creating a hold request for a bill via the Account Receivable Central or Funding Request screen, the system, by default, sets the entity to Bill and the field is non-editable.

    If you are creating a hold request for an account via the Delinquency Central screen, the system, by default, sets the entity to Account and the field is non-editable.

    		 Yes
    Use Selection Criteria Used to indicate whether you want to specify a selection criteria to derive the list of accounts or persons that you want to add in the hold request.
    Note: This field appears when the Account or Person option is selected from the Entity list.
    		 No
    Comments Used to specify additional information about the hold request.
    Note: You can resize the text box depending on your requirement by clicking the Resize Handle () icon at the bottom right corner of the text box.
    		 No
  4. Enter the required details in the Main section.
  5. Add the entities (such as, persons, accounts, or bills) that you want to keep on hold through the hold request.
  6. Define the account or person selection criteria to derive the list of accounts or persons, respectively, that you want to add in the hold request.
    Note: This step is required only when the Use Selection Criteria option is selected while creating a hold request for an account or a person.
  7. Add the processes of the entity that you want to keep on hold through the hold request.
  8. Define characteristics for the hold request, if required.
  9. Click Save.
    The hold request is created. The creation mode of the hold request is set to Manual.
    Note:

    If you create a hold request for a bill via the Account Receivable Central screen, the system sets the status of the hold request to either Activation Approval In Progress or Active depending on whether the approval process is configured in the respective hold request type. In addition, the FROM_​ARC_​SW field in the C1_​HOLD_​REQ_​DTLS table is set to Y.

    If you create a hold request for an account via the Delinquency Central screen, the system sets the status of the hold request to either Activation Approval In Progress or Active depending on whether the approval process is configured in the respective hold request type. In addition, the FROM_​ARC_​SW field in the C1_​HOLD_​REQ_​DTLS table is set to Y.

    If you create a hold request for a bill via the Funding Request screen, the system sets the status of the hold request to either Activation Approval In Progress or Active depending on whether the approval process is configured in the respective hold request type. In addition, the FROM_​ARC_​SW field in the C1_​HOLD_​REQ_​DTLS table is set to Y. The status of the respective bill record in the funding request is set to Excluded. Also, the status reason is stamped corresponding to the excluded records. The system derives the status reason for the excluded records from the Funding Exclusion Reason option type of the C1-HOLDSRCH feature configuration.

    If you create a hold request for an account, person, or bill directly from the Hold Request screen, the system sets the status of the hold request to Draft. Note that if you create a hold request for an account or a person using the account selection criteria or person selection criteria, respectively, the system sets the status of the hold request to Entity Derivation Pending. In addition, a log entry is created indicating that the account or person derivation will happen after the Hold Request Entity Derivation Monitor batch is executed. For more information, see Hold Mass Accounts Using Selection Criteria and Hold Mass Persons Using Selection Criteria.

Related Topics

For more information on... See...
Hold Request screen Hold Request (Used for Searching)
How to add an entity in a hold request Adding an Entity in a Hold Request
How to define an account selection criteria Defining an Account Selection Criteria for a Hold Request
How to define a person selection criteria Defining a Person Selection Criteria for a Hold Request
How to add a process in a hold request Adding a Process in a Hold Request
How to define a characteristic for a hold request Defining a Characteristic for a Hold Request