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

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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):

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