Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Is there a way to have multiple Collection Strategies on one customer, dependant on the transaction?

edited Jan 25, 2023 9:54AM in Receivables & Collections 1 comment

Summary:

We have a different collection strategy when it comes to collecting on different products. Because of this we need multiple strategies within one account for a customer, having multiple business units isn't an option.

Content (required):

On the Collection screen we would like to apply different strategies to different transactions/invoices on one customer account.

Version (include the version you are using, if applicable):

DEV10

Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!