Holds - Types

There is two main types of holds, broken down into 8 options:

System Holds​:

• Monthly: Released within the same period the deal is credited
• Quarterly: Released in Month 3
• Semi-Annually: Released in Month 6
• Annually: Released in Month 12

System Holds are held on the back end and will release automatically by the system in the last period of the time frame.

In other words, a Monthly hold will release in the period the deal is brought in. Quarterly, it will release in the third period of the quarter (i.e. Month 3). Semi-Annual will release in period 6 of the fiscal year. Annual will release in period 12.

These holds DO NOT show in the Manage Results: Holds tab.

Holds based on Events​:

• Prorate: These holds are calculated according to a specific amount and released on a specific amount. This amount is decided after the deal has been processed and differs on a per-deal basis. These holds do show under the Holds tab in Express.
• Milestone: Milestone releases typically are two-part release. A predetermined percentage is released first, then the remaining percentage is released when a second milestone is met. These holds do show under the Holds tab in Express. The amount that is released cannot be changed.
• Schedule: This is a release that is done through a certain time period. For example, you want to release 8.33% over 12 periods. The Schedule Release will do this automatically. These holds do show under the Holds tab in Express.
• Hybrid: This is a combination of Milestone + Prorate OR Milestone + Schedule. You can add in as many milestones as you would like and a single prorate option or multiple milestones and multiple scheduled events until the 100% held has been paid out.

These holds DO NOT show in the Manage Results: Holds tab.