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Creating a rule(s) that prompts an action plan — Cloud Customer Connect
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Creating a rule(s) that prompts an action plan

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edited Sep 27, 2018 9:20PM in Account Reconciliation 3 comments

Summary

We want to create rule for an aging and an amount violation that we do not want to prevent an action such as submit or save, but to prompt that an action plan is needed.

Content

Is it possible to create a rule for an aging and an amount violation on the transaction level that will not prevent an action in the standard listing such as submit or save.  What we would like it to do is prompt for an action plan.  We have tried several scenarios but nothing has worked.

Version

Account Reconciliation Cloud

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