Manage POB-level and line-level holds
Learn how to review and release POB-level and line-level holds from the Contracts/Orders tab using bulk or individual review paths.
If the header badge count includes Line or POB-level holds, you can review and manage them from the Contracts/Orders tab using one of two paths:
Path 1: Bulk Review (Via the Apply/Release Holds Menu)
Use this path if you want to quickly query all lines or POBs affected by a specific hold template and review them in a single window.
On the Contracts/Orders tab, click the three-dot menu in the upper right corner of the tab (next to the view drop-downs) and select Revenue Management > Apply/Release Holds.
In the Apply/Release Holds window, select either POB, Line or Charge for the Hold Level.
Select Release Hold as the Hold Method.
Select the specific hold template from the Hold Name drop-down list. (Note: Since Charge Holds use Line configurations, line level templates appear when selecting Charge level)
Select a Release Reason and enter your Comments. (You must provide these release details before querying the data).
Click Update Data. If the selected hold is currently active on the contract, all affected transaction lines or POBs will populate in the grid below.
(Optional) To execute the release directly from this view, select the checkboxes next to the target rows and click Release Hold.
Path 2: Individual Review (Via the Data Grid)
Use this path if you already know which specific transaction line or POB has a hold and want to review its history directly.
On the Contracts/Orders tab, locate the view drop-down list above the main data grid and select either POB View, Line View or Charge View, depending on the level of the hold.
Locate the specific POB or transaction line in the main data grid.
Click the three-dot icon in the Actions column for that specific row
For a transaction line, select Line Actions > Holds - Release.
For a charge, select Charge Actions > Holds - Release (this will release the hold across all underlying segments of the charge).
For a POB, select POB Actions > Holds - Release.
The Release Holds window is displayed. The specific active hold will be listed under the Current Holds section, and past holds will appear under History.
(Optional) To quickly release the hold from this window, select the checkbox next to the hold record, select a Release Reason, enter your Comments, and click Release.