C1-HOLDSUBMT

This algorithm is invoked when you click the Submit button. It checks whether the Activation Approval option is selected in the respective hold request type. If the Activation Approval option is selected in the respective hold request type, it changes the status of the hold request to Activation Approval In Progress. However, if the Activation Approval option is not selected in the respective hold request type, it checks whether the number of entities added (either manually or via filter criteria) in the hold request exceeds the defer processing count. If the number of entities added in the hold request does not exceed the defer processing count, this algorithm changes the status of the hold request to Active. Note that the system does not allow you to activate a hold request when the hold request end date is earlier than the system date. However, if the number of entities added in the hold request exceeds the defer processing count, this algorithm changes the status of the hold request to Deferred Processing.

In addition, it displays a warning message while activating the hold request if the start date of hold request, hold process, or hold entity is earlier than the system date.

Note that if the Delinquency process is added in the hold request, this algorithm derives the entity level of the hold request. If the entity level is set to Account, it checks whether any individual or group membership is billed to the account. If an individual membership is billed to the account, it determines whether the number of entities in the hold request exceeds the defer processing count and accordingly changes the status of the hold request to either Deferred Processing or Active. However, if a group membership is billed to the account, this algorithm does not use the defer processing count. It directly changes the status of the hold request to Deferred Processing. Similarly, if the entity level is set to Person, it does not use the defer processing count. It directly changes the status of the hold request to Deferred Processing.