About Defining Strategies

Overview

When you define a strategy, you specify the auto and collector tasks that you want to occur in response to the events and dates that affect how you treat invoices. You can define strategies using a template provided by eCredit, by cloning an existing strategy, or by creating the strategy using no pre-defined information. You can modify the template or the cloned strategy after you save it.

When defining a strategy you do the following in the order shown:

1. Add and save the strategies you want to associate with segments by entering a name and, optionally, a description for the strategy.

2. Define branches for the strategy. Branches are sequences of tasks that are scheduled to occur in response to a strategic event and dates. More

3. Map actions to invoice events. The actions you can select include starting a branch or actions that direct how the strategy manages action items in response to the event. More

Related topics

• Adding Strategies

• Working with Strategy Branches and Tasks

• About Mapping Invoice Events to Strategy Actions

• About Modifying Strategies

• About Marking Strategies for Deletion

• Strategy Templates