Holds - Holds Tab

Within the Holds tab, Admins have the option of releasing or deleting Three of the Five Types of Holds will be seen in the holds tab: Prorate, Milestone, and Schedule.

Hybrid will show as the specific hold type selected. Since it is a combination of 2 of the 3 hold types, it will show as the hold type selected. For example, if Hybrid is selected and the combination is Milestone and Prorate, the deal will be broken down into two line items, one for Milestone and one for Prorate.

To get to this page:

1. Go to Results > Manage Results
2. Click "Holds"

Actions:

Admins will have the option to "Release" or "Delete" a deal. Learn how to Release a Hold and how to Delete a Hold. 

NOTE: If there are multiple reps on a hold, then releasing or deleting the hold will also release or delete the hold for those reps.

The following fields are for the Holds tab only, all remaining columns display fields imported into Express:

• Event Name: Event Names are used to trigger the release of the hold for a deal. This is case and character-sensitive. Learn more on the Hold and Release Breakdown.
• Balance Paid: If using a prorate hold, a box will appear. Admins can enter the credit amount they want to release.

  For example, if a rep has been credited for a 10,000 deal where they earn $100, to release 10% of that hold, 1,000 will have to be entered under Balance Paid. 

  

• Balance Remaining: This is the remaining credit balance for the specific deal. Milestone holds will show the full credit amount at all times as each milestone is broken down by percentage/Event Name. Prorates will show the remaining credit amount. 

  For example, if a rep has been credited for a 10,000 deal where they earn $100, 10% or 1,000 is released. The Balance Remaining will be 9,000. 

• Amount:  This is the original credit amount for the deal. It may differ from Balance Remaining for prorate holds as part of the hold may have been released.
• Scheduled Year/Schedule Period: For Schedule holds, Scheduled Year will display the year the hold is due to release. Schedule Period will show the period the deal is due to release. These holds can be released earlier by manually releasing the holds from the Holds tab or a CSV file. 
• Hold Type: This column will display what type of hold the line item is (i.e. Schedule, Prorate, or Milestone). 

Select Views:

Admins can create new views, edit an existing view, delete an existing view, or Refresh the page. Creating or editing views will determine what columns appear in the view option selected. Learn how to Create a Custom View on this page. 

Options:

To the right of the screen, you will see an Options drop-down menu.

Within this dropdown, Admins will be able to:

• Export Holds: A file will be created to show holds based on the current view. To see all holds for all reps, it is recommended to instead use XCReleaseResults. Learn more about Report Details.

• Import Release File: Release or deleting of holds can happen from the Holds tab as well. Learn how to Release a Hold and how to Delete a Hold via the Holds tab.

• Manage Release File: drag and drop the order the fields should be arranged in the release file.
  • Red fields indicate that they are required and cannot be left blank.
  • Grayed out fields indicate option fields or currency code fields. Hold Balance (i.e. Prorate Balance) field only needs to be filled out when the hold is a prorate hold. Currency Code needs to be filled out only when Multi-Currency is Turned On. 

• View Import Log: This will lead to the Release tab in Express showing all holds that have been released or Deleted. 

• Manage Deactivated Users: This option will show the deactivated users and the option to release or delete their holds. Learn more about Deactivated Users.