Hold level
Learn how hold levels determine the scope and impact of revenue and transfer holds in Revenue.
Holds can be applied at the following levels:
Levels | Description |
|---|---|
RC |
Applies the hold to the entire Revenue Contract |
POB |
Applies the hold to all lines within a specific Performance Obligation |
Line |
Isolates the hold to a specific transaction line Note: If the selected transaction line belongs to a Performance Obligation (POB) that contains multiple lines, the exact impact depends on the type of hold you apply: Revenue Hold: Applying a revenue hold to any individual transaction line will inherently block the revenue release for the entire POB. Because lines within a single POB are dependent on each other for revenue release timing, holding one line effectively holds them all. Transfer Holds: Transfer holds remain strictly isolated. Applying a transfer hold to a specific line will only block that specific line ID's accounting entries from posting to the GL (except for Initial Reporting Entry), leaving the other lines within that same POB unaffected. |
Charge (OTR only) |
Acts as a shortcut for Line-level Hold. When a charge is amended in Zuora Billing, it may split into multiple segments (lines) in Zuora Revenue within the same RC. This gives the Charge level view that aggregates all of those related segments, allowing users to apply or release holds across them simultaneously. |