Set Itemization Fields via Action Path

When setting Itemization Data Source via Action Path, you will want to use the action path class "set account field."  The value must be in all caps and multiple words are separated by underscores.

Valid Options for Itemization Date Source:

• LAST_STATEMENT_DATE
• LAST_SERVICE_DATE
• LAST_PAYMENT_DATE
• LAST_CHARGE_DATE
• JUDGMENT_DATE
• CHARGE_OFF_DATE

Creating the Action Path

1. Go to Setup - Workflow - Action Paths.
2. Click on "New" to create a new Action Path.
3. Right-click on the container.
4. Click on "Edit".
5. Enter a label for the Action Path (e.g., Itemization Date Source").
6. Provide a description 
7. Click "Save".
8. Right-click on "Itemization Date Source".
9. Click on "New".
10. Select the desired flow actions from the dropdown menu (e.g., "Set Account Field").
11. Click "Save".
12. You can also set other itemization fields using the same action path class. Image Displays Action Path Class "Set Account Field"