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<< Click to Display Table of Contents >> Provisional Credit - Multi-select of Dispute amounts |
  
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<< Click to Display Table of Contents >> Provisional Credit - Multi-select of Dispute amounts |
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The Provisional Credit (Multi-Select) event will provide the mechanism to quickly credit the customer the full amount of any disputed amounts that are above the institutions limit of permanent credit. If partial provisional credit for disputed transactions is required see Provisional Credit (Manual).
The Provisional Credit (Multi-Select) is the opposite event of the Permanent Credit (Multi-Select).
The Multi-Dispute checkbox being selected will trigger the special handling of automatically selecting and generating transactions for any disputed transaction amount specified in the Threshold and Threshold Amount fields. By default, use of this event will generate a separate transaction for each selected transaction. The Sum Disputes checkbox can be used to configure the event to generate only a single credit transaction for all selected disputes.
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It is important that the Threshold amount of the Permanent Credit and the Provisional Credit match so that the selection mechanism does not miss any disputed transactions in it's pre-selection logic. |
The Event Type of Prov Credit needs to be assigned so that the transactions generated will count against the Provisional Credit Deadline date check performed by the software. The event type also provides the merge data field "Case_ProvCrDate" for the form letters with the appropriate information.
In order to generate the appropriate transactions, the event needs to be connected to the appropriate transaction in the list of transactions that have been configured.
Use of this event with the Multi-Dispute checkbox checked will trigger the Multi-Dispute Event dialog. See Events/Provisional Credit (Multi-Select).
