Releases - Release Tab

The Release tab will display all holds that have been Released and Deleted from either a CSV file or from the Holds tab. 

To get to this page:

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

Create Filter/Reset Filter:

A pop-up will appear when Admins click "Create Filter". Through this pop-up, Admins can review all current period and past period releases.

1. Click Add another filter >> 
2. In the drop-down menu, select the type of criteria you would like to include:

   NOTE: The filter criteria is always an AND statement. For example, adding the criteria "Deal Id = A1B AND Deal Id A31" might not produce any results due to the AND statement.

   

3. Once done, click Apply Changes
4. Click the orange << Hide filter selection to go back to the Release tab page.
   1. To undo filters added to the pop-up, click Clear Filters or from the Release tab page, click Reset Filters to remove all filters showing.
   2. Click Discard Changes when going back into the filter page after adding additional, new, filters and wanting to undo only the newest changes.

   NOTE: This page does not offer additional views from being created. 

Loading Bar:

Whether it be undoing a hold from the Release tab, or releasing and/or deleting a hold from the Holds tab, an orange loading bar will appear. Once the bar disappears, the process is completed:

Undo

Admins can undo specific holds from the current period only from the Release tab. To do this:

1. Click the checkmark next to the line item(s) you would like to undo
2. Click Undo 
3. Go to Results > Run Calculations > Re-run Steps 2 and 3 only. 

To undo all current period holds, click "Undo Releases" in the bottom right corner of the Release tab.

Columns:

Line #: This indicates the order in which the hold was released or deleted. When using the CSV file, this will appear in the same order as shown on the file.

Deal Id: Deal Id is a required, unique field for every deal. This will display this unique field. 

Import Source: For those companies that use the constant value of Import Source, this field is oftentimes a required, unique field similar to Deal Id. This field is often used to help distinguish which mapping a deal is imported from. This may also be labeled "Mapping". 

Event: These are the same Event Names that 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.

Status: This will display either Error, Released, or Deleted to indicate the position of the hold within Express. 

• In Progress: This indicates Calculation need to be re-run for Steps 2 and 3 to complete the process. 
• Released/Deleted: Admins can click the magnifying glass icon next to each line item to see hold details for any released or deleted hold.
• Error: If Status is Error, Admin's can click the blue "Error" hyperlink and a pop up will reveal what the error is for that specific deal.

  

Balance Paid: If using a prorate hold, an amount will appear indicating the credit amount the Admin released or deleted. If a "n/a" appears, this indicates the hold is a milestone hold. 

Currency Code: Currency Code will appear only when Multi-Currency is Turned On.

Time Imported: The time is based on the Admin's locale who released or deleted the hold.

Options:

Just like on the Holds tab, Admins have the option to:

• Export Current Period Releases: A file will be created to show the holds that are released as of the current period. A deal may appear as multiple line items as the file break down each hold by rep. If more than one rep was associated to a hold and it was released, it will show as multiple line items.

  • To see all holds for all reps, it is recommended to instead use XCReleaseResults. Learn more about Report Details.
  • Deleted holds will not appear on this report.

    

  

• Import Release File: Release or deleting of holds can happen from the Release Tab as well.

  • Step 1: Select File to Import:

    Upload the CSV file from your computer. Select either "File contains header row" or "File does not contain a header row"

  • Step 2: Import and Process File

    To release a hold, click "Import and Release”.
    To delete heck off "Allow Holds to Be Deleted" and click "Import and Delete Holds".

  • Step 3: Monitor Import Status

    Monitor the upload until successfully released or deleted.




• 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.