Financial Management - PSFT (MOSC)

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9.1 Where is Enable Auto Upgrade on the Receivables Installation page

edited Jul 29, 2013 2:03PM in Financial Management - PSFT (MOSC) 3 commentsAnswered
I am configuring elements to support the Collection Workbench.  In PS Books I find the following:

*********

Enter a priority number for the rule. The Condition Monitor uses the priority number for each action template to determine which action template to use when a customer meets the collection rule criteria. It uses the number when:

  • A customer already has an action plan and has violated a collection rule with a higher priority number.

    In this case, it checks to see whether you selected the Enable Auto Upgrade Template check box on the Installation Options - Receivables page. If it is selected, the process cancels the current action plan and replaces it with a new action plan.

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