When do I use an application exception rule set?

Use an application exception rule set to manage remaining amounts after lockbox or receipt batch processing.

After lockbox or the receipt batch processes and applies receipts, the AutoApply process uses the application exception rule set to determine how to manage over and under payments:

• If there's an overpayment, the application exception rule indicates whether to refund the amount to the customer, place the amount on account, write off the amount, or leave the amount unapplied.

• If there's an underpayment, the application exception rule indicates whether to allow write off of the remaining open balance amount on the transaction.

• For integration with Channel Revenue Management, the application exception rule designates the underpayment or overpayment amount after receipt application for claim settlement.