Create Promises Permission

Use the Create Promises permission to specify whether users can create promise terms for an account. 

Location

In the Latitude Permissions and Policies Editor window, expand the Promises folder and then click Create Promises.

Scope

This permission is available for all scopes.

Policy

This policy allows your organization to specify the business rules to enforce when a user adds a payment promise. Enable the permission for a scope and then specify the settings.

Note: If using the Override Rules option, the system applies the supervisor's rules for the current promise instead of the current user's rules. This override does not mean that the system applies no rules, but rather the supervisor's rules are in effect. 

• User is not required to observe customer business rules: If selected, promise settings applied to a user, role, or desk scope take precedence over settings applied for a customer or customer group scope (system doesn't enforce customer policies).

The following settings apply for the first PDC item in a series:

• Minimum Promise Amount and Minimum Balance Percent: Minimum amount for the promise. Express this value as a specific monetary amount or as a percentage of the current balance of the account. The system requires the higher of the two values for the first item. If the current balance of the account is less than this amount, the current payment equals the balance.

• Maximum Days to Promise: Number of days into the future that a user can date the first promise.

• Maximum Promises: Maximum number of promises (up to 250) that a user can include in the series.

Note: If you are upgrading to Latitude 10.0 SU 8, ensure that this value is greater than 0 (zero) or you cannot create a payment arrangement.

• Minimum Additional Promise Amount: Minimum amount for other payments. Express this value as a specific monetary amount.  If the current balance of the account minus the value of the other items is less than this amount, that payment equals the minimum amount.

• Maximum Days between Promises: Maximum number of days between promises in the series.

• Maximum Days to Last Promise: Maximum number of days into the future from the current date that a user can create the last promise in the series.

• Minimum Arrangement Amount: Minimum total amount of all promises in a single arrangement. If the arrangement the user is adding results in a paid in full or settled in full account, this setting does not apply.

• Allow user to enter a settlement arrangement for less than the customer blanket settlement percentage, if one applies: If selected, the system doesn't require the user to meet blanket settlement percentage requirements (indicated in Customer Properties – Fees tab) when creating a settlement promise amount.