For RC-Level and Line-Level Holds (Criteria Engine)

If your hold is applied at the RC or Line level, use the Criteria Group section at the bottom of the New Hold window to define the automated business rules.

When to use RC-level criteria: RC-level holds pause processing for the entire contract. Configure this level when the business concern applies holistically—such as flagging high-risk customer profiles, blocking high-value deals that lack executive approval, or pausing contracts that contain overarching non-standard legal terms. This ensures no revenue is processed until the contract is reviewed as a whole.

When to use Line-level criteria: Line-level holds target specific transactions, allowing the rest of the contract to process normally. Configure this level to isolate anomalies—such as flagging individual products that require manual delivery confirmation, holding lines with missing fulfillment data, or pausing specific items that are under dispute by the customer.

Configure auto-apply automation

1. Click the + icon to add a new criteria group.

2. Enter a name and sequence number for the group.

   • RC-level holds: Criteria groups use OR logic across groups. When a group matches, the system applies the hold and does not evaluate remaining groups.

   • Line-level holds: The system evaluates all criteria groups and applies the hold to the union of all lines that match any group.

3. In the Actions column, click the Apply Criteria On (cogwheel) icon. The Assign Criteria window is displayed.

4. Click the + icon to add specific criteria rules. Multiple rules within the same group operate on AND logic (all conditions must be met).

5. Configure your criteria using the following parameters:

   • Apply Criteria On: Defines the evaluation scope.

     1. Any Line (triggers if at least one line matches)

     2. All Lines (triggers only if every line matches)

     3. Aggregated Value (evaluates against RC header fields).

   • Field Name: Select the data attribute to evaluate.

   • Operator: Select the comparison logic. Supported operators are: =, <>, >, >=, <, <=, IN, NOT IN, LIKE, NOT LIKE, IS NULL, and IS NOT NULL.

   • Operand: Enter the target value.

6. Toggle the Enabled column to Yes for each valid rule.

7. Click Save and close the window.