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Credit Class Preview Process

Updated

OVERVIEW

As of August 2020, SARA now requires you to preview any changes made to your credit class before your automation is re-enabled and scheduled to generate. This is made to ensure you verify the results before anything is sent to your customers in error. Any time an adjustment is made the credit class filters, the credit class will show with a "preview" status, notating that you are pending on a preview before setting it to "active." Below is the process you will need to take after making any adjustments to the filter of an action.

 

STEPS:

  • When modifying a credit class activity, you will notice that the "Active" field is set as "Preview" by default. The "Active" status will not be available until a preview is performed on this specific step. Alternatively, you can set the status as "Inactive" without performing a preview.

  • Edit the filter to preview the filter.

  • Once the window opens, select "Preview" to begin the preview process. The "Save" button in this window will be disabled until the preview has completed.

    WARNING - This step may take several moments depending on the amount of data being loaded. Please allow enough time for the filter to pull all customers/invoices during this preview.

  • Select "Save" once you have confirmed the results match your expectations.

  • The "Active" option will now be ungrayed in the "Active" drop-down list. Select that option, then save the activity alert.

  • Once all activities for this credit class have been set as either "Active" or "Inactive," select the "Generate Preview" button to open the preview window. Select "Generate for Preview Only" to kick off the official preview process.

    NOTE - If this option is grayed out, verify no activity is still set as "Preview" then refresh the page.

  • This will process all steps for this credit class currently set as "Active" and show you what items would go out during the actual generation. Once the item has finished generating, you can locate the preview by selecting the inbox icon in the upper-right-hand corner of the software.

  • At this point, you can now re-enable the credit class and set it live. Select "Edit" to change the status of the credit class from "Preview" to "Active".

  • Use the drop-down to set the credit class as "Active" then save your changes.

  • If you have an active schedule, your credit class will now generate as intended the next time it is scheduled to run.

 

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