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SQL to find Automatic Collections Transaction Strategy Tasks with "To Be Created" status

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edited Aug 27, 2023 9:27AM in Receivables & Collections 5 comments

Summary:

SQL to find Automatic Collections Transaction Strategy Tasks with "To Be Completed" status

Content (required):

Hi,

Looking here, at Strategy Tasks for a sample transaction in Collections:

I am trying to use SQL to extract Strategy Tasks with a status of "To Be Created" and a type of "Automatic" - shown in blue above.

This is what I have worked out so far:

  • When a Strategy Task has a status of Completed, and the Start and End Dates are populated, I can see the relevant data in the IEX_STRATEGY_WORK_ITEMS table - yellow line above
  • When a Strategy Task is manually added, and has a status of "To Be Created", and a type of "Manual", I can see the relevant data in the IEX_STRATEGY_USER_ITEMS table - green line above.

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