Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!

 

Home > Aria Crescendo Documentation > Configuration > Dunning > Dunning Groups > Manage Dunning Groups > Assign a Master Plan Instance to a Dunning Group

Assign a Master Plan Instance to a Dunning Group

This article applies to:Aria Crescendo

Overview

From the Dunning Group Details screen, you can assign a Master Plan Instance to a specific dunning group.

You may want to assign multiple Master Plan Instances to a dunning group to coordinate the final step in dunning and, optionally, follow the same dunning process.

Note: If an Master Plan Instance is in dunning, it cannot be moved to a different dunning group. If any Master Plan Instances in a dunning group are in dunning, then no new Master Plan Instances can be moved into that dunning group.

Assigning a Master Plan Instance to a Dunning Group

Getting Here: Click Accounts > select an account > Plans > Dunning Groups

  1. Select a dunning group by clicking a hyperlink from the ID column.

dunning groups main screenv3.png

The Dunning Group Details screen displays.

manage dunning groupsv2.png

  1. From the Add Master Plans section, select the checkbox of the Master Plan Instance you would like to assign to the dunning group.
  2. Click Save.

This Master Plan Instance is now assigned to the corresponding dunning group and will enter a status of "Suspended" when any other Master Plan Instance in the same dunning group does.

You must to post a comment.
Last modified
14:40, 12 Oct 2015

Tags

Classifications

This page has no classifications.