Release a Revenue Hold

Knowledge Center > Zuora RevPro > Workbench > Release a Revenue Hold

Release a Revenue Hold

You can release a hold at the line level in RevPro Workbench by using the menu icon icon-menu-grey.png on the individual level. However, if a revenue contract contains multiple lines, it can be a tedious process to release the hold line by line.

Two alternative methods are provided to release the hold for multiple lines at the same time.

Release Hold from a Central Point

Complete the following steps to release a revenue hold that is placed on an RC, POB, or transaction line:

  1. Navigate to Workbench > Holds. The Holds page is displayed. All the pending holds are listed by default.
  2. (Optional): To filter out the displayed hold items, select the appropriate level from the Hold Level list.
  3. (Optional): Click the Toggle Row Filter icon icon-toggle-filter.png to filter out data in a specific column.
  4. Locate the hold item of your interest and hover the mouse over the row.
  5. To approve the hold, click the Approve icon approve-icon.png.
  6. In the Approval Comments window, select the appropriate release reason, provide a comment, and then click OK.

After the pending hold is released, it is removed from the pending hold list and displayed on the released hold list.

Release Hold in a Batch Action

Complete the following steps to create a batch action to release a hold:

  1. Navigate to Workbench > Manage Mass Actions.
  2. Click the New Batch icon icon-add.png. The New Batch page is displayed.
  3. In the Batch Details tab, provide the following information about the batch:
    1. Specify a unique name for the batch in the Name field.
    2. In the Action On field, select Transactions or RC.
    3. In the Action Type field, select Release Hold
    4. In the Holds field, select the name of the hold that is to be released.
    5. Complete other fields in the Batch Details tab as necessary.
  4. Click icon-save.png . The batch is created.
  5. (Optional): Click the Filters tab to filter out the eligible transaction lines or RCs. 
  6. Close the New Batch window.
  7. On the Batches page, hover the mouse over the batch line and click the Query Data icon icon-query-data.png. After the transactions that have the specified hold are identified, the batch status changes from NEW to Data Identified. The Release Hold button 
  8. Hover the mouse over the batch line and click the Review Data icon icon-review-data.png. The Review Data window is displayed.review-data.png
  9. (Optional): Use the Include for Release Hold column to exclude any identified transactions from the action.
  10. Click Release Hold.
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