Review holds in RevPro Workbench

Knowledge Center > Zuora RevPro > Policy-related configuration > Revenue holds and transfer holds > Review holds in RevPro Workbench

Review holds in RevPro Workbench

After revenue holds or transfer holds are applied to a line, POB, or revenue contract, you can review all the holds from a central point or review the holds for an individual RC in RevPro Workbench.

Review holds from a central point

Complete the following steps to review all the holds that are pending or released in the system:

  1. Navigate to Workbench > Holds. The Holds page is displayed with all the holds listed.

  2. To narrow down the displayed holds, select the hold level from the Hold Level list.

  3. From the Status list, select whether you want to view all the pending holds or released holds.

  4. (Optional): To review the revenue contract that contains a specific hold, hover the mouse over the hold line and then click the Review RC icon icon-view.png. The Review Revenue Contract page is displayed.

Review holds for an individual RC

Complete the following steps to review the holds that are applied to an individual revenue contract:

  1. Navigate to Workbench > Revenue Contracts and search for the target revenue contract.

  2. In the search result, hover the mouse over the contract line and then click the Review RC icon icon-view.png.

    The Revenue Contract Detail page is displayed. The number of different holds that are applied to the current revenue contract is displayed on the Approvals/Holds button. If one hold is applied to multiple lines, it will be counted only once. For example, this button button-holds-approvals.png indicates one hold is applied to the revenue contract but this hold might be applied to multiple lines or POBs in this contract.

  3. To review or release the RC-level holds that are applied to this revenue contract, complete the following steps:

    1. Click Approvals/Holds. The Holds and Approvals window is displayed.

    2. Click the RC Holds tab. All the RC-level holds that are not released yet are listed in the Current Holds section. Previous holds that are released are listed in the Holds History section.

    3. (Optional): To release the RC-level holds, in the Current Holds section, select the checkbox at the beginning of each hold line, enter the release comments, select the release reason, and then click Release Holds.

  4. To review the POB level or line-level hold that is applied to this revenue contract, complete the following steps:

    1. In the Contracts/Orders tab, select POB or Line as the hold level from the Level drop-down list. 

    2. From the Status list, select whether you want to review the pending holds, released holds, or both.

    3. From the Hold list, select the name of the hold to be displayed. The POB or line that has the specified hold applied is displayed. If no data is displayed for the list for selection, it means the holds of the selected level and status do not exist. 

    4. (Optional): To release the POB-level or line-level hold, hover the mouse over the line, click the menu icon icon-menu-grey.png, and then click Release Holds. In the Current Holds section of the Release Holds window, select the checkbox at the beginning of each hold line, enter the release comments, select the release reason, and then click Release Holds.

 

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