Configuring a Forwarding Vendor

Provider

Select Template from the dropdown.

Identifier

Add the Forwarding Vendor Name.

Export Folder

Location where export files will be stored for this vendor.

Ignore Bundle Method

Select this checkbox to ignore global bundling preferences. See Forwarding Bundle Preferences for details.

Export Header

List of column names for export file that will place accounts with the forwarding vendor.

Export Fields

List of fields to be extracted from ACE and included in the export file for the forwarding vendor. See the letter export database for correct syntax. Go to Help → Layout → Letter Data Source.

Export Trans Header

List of column names for the export file that includes all transactions applied to an account after it has been forwarded.

Export Trans Fields

Fields included in the transaction file. Transactions are exported once to prevent duplicates. Transactions from payments made by the forwarding vendor are also included. It is recommended to include debtTrans.receiver to identify transactions from a forwarding receiver.

Export Recall Header

List of column names for an export file that will recall accounts that were previously placed with the forwarding vendor.

Export Recall Fields

List of fields to be extracted from ACE and included in the export file that will recall accounts that were previously placed with the forwarding vendor.

Export Document Format

The file format for all exported documents. Only a comma delimited (CSV) or tab delimited (TSV) file is currently supported.

Export Debt Documents

This will generate a single zip file per placement batch that contains all attached documents from the placed accounts. Document file names will be prefixed with the account number.

Note

A simple string field to add notes related to the vendor.

Payment Destination

It is recommended that you create a Manual Mixed payment destination for the forwarding vendor. Select the created payment destination.

Location

If you want to create a unique payment batch location for forwarding, you can go to Setup → Transactions → Payment Batch Locations. Select the related location here.

Max Placements

This will restrict the maximum number of accounts that can be placed with this forwarding vendor. Use 0 if there is no such restriction.

Max Placement Amount

This will restrict the maximum amount that can be placed with this forwarding vendor. Leave blank if there is no restriction.

Current Placements

This will show the current number of accounts placed with this forwarding vendor.

Current Placement Amount

This will show the current dollar amount placed with this forwarding vendor.

Exclude States

This will automatically exclude accounts from being placed with this forwarding vendor if the account as a primary address state selected here. It’s used to prevent forwarding agencies from working accounts in states where they aren’t licensed to work.

Default Status Code

The status code for accounts placed with this forwarding vendor if not declared in the distribution settings. See: Forwarding Distributions.

Accepted Vendor Status Codes

When updating account statuses using the ETL Profile Account Update load method, the Forwarding Vendor Status Field can map status codes. ACE excludes status codes not selected here.

Active

Active (boolean): Select to enable this vendor.