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Error when Releasing or Deleting Holds from Hold Tab

Ron Rasmussen
Updated

Error when Releasing or Deleting Holds from Hold Tab

The following error may occur when under Results > Manage Results > Holds when trying to release or delete a hold manually:

Attempt to de-reference a null object
Error is in expression '{!doRelease}' in page xactlyexpress:xactlysmbcalculatemanagepaymentsmhr: (XactlyExpress)

An unexpected error has occurred. Your solution provider has been notified. (XactlyExpress)

Support recommends using the following workaround you can use to release your holds:

  1. Go to the holds page.
  2. Select a view if you want and wait till all the holds have been populated.
  3. Go to the URL bar and type "&rowLimit=200" and hit Enter. The same page will load but this time the URL has an extra parameter.
  4. Select your holds and perform Release or Delete operation:

 

To release or delete holds from the Holds tab:

  1. Milestone or Schedule Holds: After the deal has been selected (checkbox to the left is checked)
  2. Prorate Holds: If prorate holds, under the “Balance Paid” field enter in the credit amount you would like to release or delete. The "Balance Remaining" field shows how much credit is still on hold. 

    NOTE: The system will automatically include commas and decimal points when you click away from the box. It is recommended to write a number without a comma. For example, "$45,000.00" should be typed in as "45000".

    Varun_Velicheti_0-1643872315611.png
  3. After the hold has been selected (and if prorate the Balance Paid amount has been entered) go to the drop-down menu "Actions" click "Release” or "Delete"
  4. Go to Results > Run Calculations > re-run steps 2 and 3.

    NOTE: It is recommended to first run all steps in calculations so it is showing a solid green checkmark. To do this go to Results > Run Calculations > Run All Steps.

 

Release or Delete Holds in Bulk:

You can also upload a CSV to release or delete any holds instead of manually releasing or deleting the hold(s) through the Holds tab. To release through a CSV:

  1. Go to Results > Import Data > click CSV
  2. Change the drop down to External CSV File (Release)
  3. Export a template
  4. Paste the needed details into the file (i.e. Deal Id and Event Name). If you do not know the Event Name, this is based on the payment rule structure. NOTE: this field in the CSV file is case-sensitive. if you do not know the deal Ids, it is recommended to use XCPayoutDetails to see this detail.
  5. Save as a CSV file.
  6. Go to Express > Results > Import Data > click CSV
  7. Click "Choose File" > Import Releases NOTE: click "file contains header", if applicable.
  8. Once the rows have finished loading, go to Results > Run Calculations
  9. Click "Show Steps" > Process Releases. NOTE: You don't have to re-run ALL steps, only Step 2 and Step 3.
  10. Click "Finalize Payment"
  11. To confirm, go to Results > Manage Results > Releases > all holds will show "Released " under "Status".

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