When Is An Account Monitored?

The Overdue Monitor determines if an account violates your overdue rules at least every X days, where X is defined on the Customer Class - Controls associated with the account's customer class and division (in the field Min Credit Review Freq (Days)).

In addition, the Overdue Monitor examines an account's debt as follows:

  • X days after an account's bill due date (X is defined in the field Credit Review Grace Days on customer class control).
  • If a payment is canceled with a cancellation reason that indicates non-sufficient funds.
  • If a payment arrangement is broken (assuming you use the base package's break payment arrangement plug-in). Refer to Breaking A Bill Oriented Payment Arrangement for more information.
  • If a pay plan is broken. Refer to The Pay Plan Monitor for more information.
  • If a match event is added, changed or deleted.
  • When a written off bill is reversed.
Note:

Additional events. Your implementation can have other events trigger the analysis of an account by the Overdue Monitor. To do this, add logic to insert a row on the CI_​ADM_​RVW_​SCH table when the event occurs. This row simply references the account ID to be reviewed and the desired review date.