Hold Request

The Hold Request zone displays the details of the hold request. It contains the following sections:

• Main - Displays the basic information about the hold request. It contains the following fields:

  Field Name	Field Description
  Hold Request Information	Displays information about the hold request.
  Hold Request Type	Indicates the hold request type using which the hold request is created. Note: It has a link. On clicking the link, the Hold Request Type screen appears where you can view the details of the respective hold request type.
  Status	Indicates the status of the hold request. The valid values are: Active Activation Approval In Progress Deferred Processing Discarded Draft Entity Derivation Pending Rejected Released Release Approval in Progress Release Request Approved Return Release Request to Submitter
  Status Reason	Indicates the reason why the hold request is rejected or released. Note: This field appears when the hold request is in Rejected or Released status. It has a link. On clicking the link, the Status Reason screen appears where you can view the details of the respective status reason.
  Start Date	Displays the date from when the hold request is effective.
  End Date	Displays the date till when the hold request is effective.
  Hold Reason	Indicates the reason why the entity is kept on hold.
  Entity	Indicates the type of entity for which the hold request is created. The valid values are: Account Bill Person
  Comments	Displays additional information about the hold request. Note: This field appears when the comments are provided while adding or editing a hold request.

• Hold Processes - Lists the processes which are kept on hold for an entity through the hold request. It contains the following columns:

  Column Name	Column Description
  Hold Process	Indicates the process which is kept on hold. The valid values are: Auto Pay Bill Generation Delinquency Funding Overdue Refund
  Start Date	Displays the date from when the process of an entity is kept on hold.
  End Date	Displays the date till when the process of an entity is kept on hold.

• Characteristics - Lists the characteristics of the hold request. It contains the following columns:

  Column Name	Column Description
  Effective Date	Indicates the date from when the characteristic is effective.
  Characteristic Type	Indicates the characteristic type.
  Characteristic Value	Displays the value of the characteristic type.

• Record Actions - Enables you to perform various actions on the hold request. It contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the hold request. Note: The Edit button appears when the hold request is in the Draft or Active status.
  Delete	Used to delete the hold request. Note: The Delete button appears when the hold request is in the Draft status.
  Submit	Used to submit the hold request. Note: The Submit button appears when the hold request is in the Draft status.
  Re Submit	Used to re-submit the hold activation or release request. Note: The Re Submit button appears when the following conditions are met: The hold request is in the Activation Approval In Progress or Release Approval in Progress status. A user with the approval To Do role is reviewing the hold request.
  Approve	Used to approve the hold activation or release request. Note: The Approve button appears when the following conditions are met: The hold request is in the Activation Approval In Progress or Release Approval in Progress status. A user with the approval To Do role is reviewing the hold request.
  Reject	Used to reject the hold activation request. Note: The Reject button appears when the following conditions are met: The hold request is in the Activation Approval In Progress status. A user with the approval To Do role is reviewing the hold request.
  Release	Used to release the hold request. Note: The Release button appears when the hold request is in the Active status.
  Discard	Used to discard the future dated hold request. Note: The Discard button appears when the following conditions are met: The hold request is future dated (i.e. when the hold request start date is later than the system date). The hold request is in the Active status.

• Record Information - This section contains the following fields:

  Field Name	Field Description
  Business Object	Indicates the business object using which the hold request is created. In addition, a context menu () icon appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
  Status Date/Time	Displays the date and time when the hold request status is updated.
  Create Date/Time	Displays the date and time when the hold request is created.

Related Topics