Fusion Accounts Receivable - Business Scenario

Summary

Creation of Insurance Brokers as Sales Rep or as Party

Content

Hi,

 

The query is pertaining to Fusion Accounts Receivable

 

Would like to understand for business organizations into insurance business and suppose they are leveraging the services of brokers to expedite the collection of policy premiums and policy renewals.

 

In fusion receivable module, the query whether such brokers are to be created as Sales Reps or as Party?

 

Thanking you.

 

Regards,

Saurabh Singhal.

(+91) 8884111518.

Version

Fusion 20A