Receivables & Collections

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    Dev Thota
    How to delete/change strategies that are assigned to...
    Topic posted October 12, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Accounting Hub Cloud Service, Allocations, Assets, Budgetary Control, Cash Management, Collections, Compliance, Configuration, Core HR, Financials, General Ledger, Help Center, Receivables, Revenue Management, Setup / Administration, Subledger Accounting 
    24 Views, 3 Comments
    How to delete/change strategies that are assigned to delinquent customers
    How to delete/change strategies that are assigned to delinquent customers

    We are implementing the advanced collections in our dev instance and completed the required setups. After running the collections scoring and strategy assignment program the strategies those are assigned are seems wrong. We have disabled all seeded strategy groups and created a custom one but in the screen the seeded one is showing as disabled and in use "Yes" and customers are assigned  with this strategy but we are expecting custom strategy to be assigned for all customers. Is it possible to delete this delinquency data. Can anyone review the screen shots and advise.




    • Dev Thota

      additional screen

    • Jean Loughran

      Hi Dev,

      Select the Customer then Profile > Strategies

      Select Change Strategy and select Strategy Method called Account Collections PreDelinquency Strategy (also showing in your screenshot).

      This will remove the strategy for this customer. 
      Did you discover why the seeded strategy was marked as Enabled No but Yes for In Use?