Start a conversation

Changing an Existing Smart Code Series and the Effects on Existing Accounts

 When a smart code series is changed, it does not take effect on an account immediately.
The Account ALREADY calculated when the next date an action will take place.
AFTER that action it will look at the Smart code series to calculate the action for the next sequence.

How it looks on the account.

S/code Series  XX   Sequence # 3   Next  3/12/25

So the account HAS TAKEN the Sequence #3 action, and stays in Sequence 3 UNTIL the "Next" date of 3/12/25 when it can move on to Seq. #4 etc.  



Keywords - Kbase Smart Code Series


Choose files or drag and drop files
Was this article helpful?

  2. Posted
  3. Updated