Smart Code will not Change the QCat on the Account

With a smart code, the QCat code can be changed on an account using the options in the selection criteria or last screens:

• First check that the smart code is being applied on the required account
• If the account in question is a linked account, make sure the smart code is being duplicated on this account
• If the QCat is being changed within the action line of the smart code and the account is a legal account, action will not be taken unless you have selected the option "make decisions on legals" on the last screens of the smart code
• If you want to change the QCat to "000", you must use "999” in the "change QCat to" field
• You should never try to change a QCat code to one that is reserved by the system. E.g: 991-999

 

 

 

Keywords - Article Smart Codes Article Smart Code Article QCat