Hold Funding

Oracle Revenue Management and Billing enables you to hold the funding process for a person, account, or a bill through a hold request. If the funding process is kept on hold for a bill, the system does not allow you to add the bill in a funding request. If the funding process is kept on hold for an account, the system does not allow you to add any bills of the account in a funding request. However, if the funding process is kept on hold for a person, the system does not allow you to add any bills of any of its accounts in a funding request.

While adding the funding process in a hold request, you need to specify the date range for which you want to hold the funding process for the persons, accounts, or bills. The system enables you to hold the funding process by creating a hold request from the user interface or through the upload request feature. If you want to create a hold request to hold the funding process for a person, account, or a bill through the upload request feature, you need to specify the following details in the CSV file:

• Whether you want to hold the funding process for the person, account, or bill (the valid values are Y or N)

• Hold funding start date (required if the hold auto pay is set to Y)

• Hold funding end date

You can also create, update, or release a hold request through an inbound web service. For more information, see Hold Request Creation, Modification, Release, and View Through Inbound Web Service.

Funding Hold Activation

On activating a hold request for a bill, the system does not allow you to add the bill in a funding request. On activating a hold request for an account, the system does not allow you to add any bills of the account in a funding request. However, on activating a hold request for a person, the system does not allow you to add any bills of any of its accounts in a funding request. In addition, if the Hierarchy option is selected, the system does not allow you to add any bills of the accounts in the person’s hierarchy in a funding request. Note that the system considers only the child persons and not the grandchild persons from the person’s hierarchy and then derives the accounts where the child person is the main customer.

Note that if the start date of the hold request, hold entity, or hold process is earlier than the system date, the system sets the respective start date to the system date.

Funding Hold Release

On releasing a hold request for a bill, the system allows you to add the bill in a funding request. On releasing a hold request for an account, the system allows you to add any bills of the account in a funding request. However, on releasing a hold request for a person, the system allows you to add any bills of any of its accounts including its child persons’ bills (if the Hierarchy option is selected) in a funding request.