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After you have created the strategy, you add branches
to it.
To add branches to strategies:
Select Admin.
The Admin Home Page appears. From the Policy
Administration tab, select Strategy Setup.
The Strategies screen appears. Select view/edit
in the row for the strategy to which you want to add a branch.
The Strategy Definition screen appears. In the Branches
section, click Add.
The Branch Definition screen appears. Enter a name
for the branch, a control date, and the number of offset days from the
control date for the branch to begin executing. You can also select to
have the strategy create only current or future action items. This avoids
creating past due actions that are no longer relevant when initially loading
invoices into eCredit. Click Save.
The Tasks section appears.
You can now:
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