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Account is not Appearing in the Credit Reporting File After Applying a Smart Code Using the Credit Report as New Account Feature

When an account is first placed it is flagged with a credit reporting eligibility date. This date is assigned from the credit reporting delay field on the initial contact series. This date cannot be changed even if the date on the contact series is changed. You cannot report an account prior to this date.

When you apply a smart code to report as new and run the credit reporting process:

The system will check this credit reporting eligibility date and if the date has passed, the account will be selected for the credit reporting file. If it has not passed, the account will not be selected for the credit reporting file.


Keywords - Kbase Credit Reporting

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