Bundling

Account Bundle settings impact the way accounts will Bundle when they are loaded.  Setup-Accounts-Bundling Primary Account Selection Method Whenever a bundle selects an account to become the primary account in the bundle, the method y...

What is Bundle Propagation? Bundle Propagation involves the distribution of data from a primary account to other accounts in the bundle, which keeps the data synchronized. When does it happen? Propagation occurs whenever a prop...

Bundle settings This document will break down the options available in the ACE bundling feature.    Setup-Accounts-Bundling Primary Account Selection Method Options:  Oldest Account, Newest Account, Highe...

The Bundle Spread Method determines how the spreader will treat payment spreading with respect to bundled accounts. In ACE, there are multiple Bundle Spread Methods available. Each of these methods is described in the content below. One Account a...

Bundle within Primary Client Only feature limits bundling to the client and not across the database.  Open the Client Profile Locate the Preferences section Check the box next to the Bundle within primary client Only field Click Save ...

Bundle Tests Setup-Accounts-Bundling Bundle Tests field The Bundle Test field is the account field that is being looked at when an account is loaded into the system. The ACE application looks at these Bundle Test fields...

Bundling preferences determine when accounts should automatically bundle, set accounts for pending bundle and for accounts you do not want to be bundled.  Setup Bundle Preferences Setup -Accounts-Bundling  >100 Weight = Au...

Attached is our documentation for Demographics and Bundling. Please download the attachment to review this documentation.   

Forms and Bundle members Standalone forms, including multi-instance forms, can now be filled out and applied simultaneously to more than one bundle member account. There is now an option to select which members to apply the filled out form recor...

Introduction There are other guidelines for bundle settings, bundling accounts on load and jobs to bundle accounts available from ACE Help. The purpose of this document is to provide an overview of the steps to manually bundle one account to ...

Example:  Customer states they need to remove numerous accounts that bundled when the accounts shouldn't have bundled.     They can use Action Path Action:     Coupled with Logic Block and Account M...

A new primary debt will only be chosen (for a bundle) if the current primary debt changes in a way that makes it no longer eligible. A debt will be considered ineligible (to be the primary debt on a bundle) when any of the following conditions are ...