How to Utilize Default Strategy When Multiple Collections Levels Are Used in the Same Operating Unit
Last updated on OCTOBER 24, 2017
Applies to:Oracle Advanced Collections - Version 12.1.3 and later
Information in this document applies to any platform.
The default strategy profile option (IEX: Strategy Default Template) can only be set to a strategy at the same level as the Operational Data Level. If the Operating Data Level is set to Bill To-level and strategies are running at Account and Bill To-levels in the same Operating Unit, then only a Bill To-level default strategy template can be selected.
That will be assigned to the customers set to Bill To-level, but the customers at Account-level will not get a strategy assigned.
Steps to Reproduce:
Responsibility: System Administrator
Navigation: Profile > System
- Set the profile option IEX: Strategy Default Template
- If customers exist at different business levels within this OU, it's possible that customers could be assigned a strategy at the wrong level, or result in no strategy being assigned.
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