Prerequisites

To setup the mass hold request creation feature, you need to do the following:

• Define the required upload request types in the system.

• Assign the C1-HLDUR To Do type to a To Do role whose users must receive a To Do while submitting a mass hold request creation upload request for approval.

• Define the required characteristic types where the characteristic entity is set to Upload Request Type.

• Define the required characteristic types where the characteristic entity is set to Upload Request.

• Define the required foreign key reference for hold request (if not available) in the system.

• Define the status reasons for the Canceled and Rejected statuses of the C1-HoldUploadRequest business object in the Status Reason screen.

• Define the required hold request types in the system.

• Define the required person or account identifier types in the system.

• Ensure that the entities (i.e., person, account, or bill) that you want to keep on hold through a hold request should exist in the system.

• Define the required values for the HOLD_​REASON_​FLG, HOLD_​ENTITY_​LVL_​FLG, and HOLD_​PROCESS_​FLG lookup fields.

• Define the required characteristic types where the characteristic entity is set to Hold Request.

• Set the batch control type of the Upload Request Periodic Monitor (C1-UPLRQ) batch to Timed and define the following attributes:

  • Time Interval

  • Timer Active

  • User ID

  • Batch Language

  • Email Address

  For more information about these batches, see Oracle Revenue Management and Billing Batch Guide.