Creating a New Hold

You can place a hold against companies in the Companies register. You often do this when your business relationship with that company is experiencing difficulties. The hold prevents Proliance users at your company from performing specific actions on the affected company's records (for example, approving contracts or invoices).

1. Open the Holds register.

The holds defined for the workspace appears.

2. Click New to create a new hold using the default subtype.

— or —

Click the arrow next to choose another subtype. For more information, see "About Document Subtypes".

A blank hold document appears. Some information may already be filled in, depending on the template used.

3. Complete the following required information:
• Title:Type a title for the hold.
• Hold Type:Select whether the hold is a Warning or Stop Action. The default type is Warning.
• Hold Message:Type a message that briefly describes the hold and the conditions necessary to lift the hold. This message is displayed in the Active Hold dialog box when the hold is triggered.
4. On the Selected Documents and the Filtered Documents pages, specify the documents that should be held and the state that will trigger the hold.
5. If you are performing a workflow action on the hold, complete the information required for this action. For more information, see "Hold Workflow Actions" for a list of preconditions for a specific action.
6. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Selected Documents
• Filtered Documents
• Hold Source
• Properties
7. Click Save.

Proliance saves the page. Click Exit edit mode when finished.

What can I do now?