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Old Open items (October 2015) not appearing in UDM_SPECIALIST

Hello,

When simulating UDM_STRATEGY for BP 123456, I am getting the below message.

Collection rule ZR00000001 does not apply.

(Here 2 rules are set Collection Rule: ZR00000001 = Risk Category TPC , TPR , TP1 , CTP (Valuation Points 0, Exit Rule Indicator Checked))

Collection Rule: ZR00000001 = Risk Category BKR , REI , CAA , RAO (Valuation Points 60, Exit Rule Indicator Not Checked))

No worklist items created since exit rule CR00000008 applies

(Here CR00000008 = Amount to be collected between 9.999.999,00- and 500,00 USD, (Valuation Points 0, Exit Rule Indicator Checked)

No worklist items created since no rules apply

Business partner has no priority according to strategy Z_ABC_CORP

I executed, FDM_COLL_SEND01 and it shows 4 items sent as there were 4 open items. 1 overdue and other 3 not due.

The open item is overdue with amount 676.25 USD for this BP). The Credit management master data states: Risk Category as REI)


Need help on this to understand why is the system not showing in UDM_SPECIALIST. I have attached the All Rules.txt file for ready reference. Thanks in advance.

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  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Dec 14, 2015 at 12:58 PM

    An exit rule has been hit - therefore the customer will not appear.

    The purpose of an exit rule is to reduce the size of the worklist - therefore you set exit rules to remove customers from the worklist. If the exit rule was removed the customer and its open items would appear.

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