PeopleSoft 9.2 Accounts Receivable Condition Monitor - Exceed Credit Limit Amount issues

We are trying to implement Condition Monitor as a way to provide the AR team a more automated way to prioritize their work. During testing we have encountered issues in getting the exceed credit limit amount condition to actually create the action items.

We are using user defined Action Codes and Action Templates as the AR team is only looking to use the tool to create a list of proposed actions.

To test we identify a customer and its credit limit. Then create an invoice, pending item or write off a credit. Once created the invoice is finalized and sent to AR and then AR Update is processed.