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).
- If a promise to pay is broken. Refer to The Promise To Pay 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.