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iPlan

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Tag: iPlan

  • 1
    Customer Credit Hold preventing iPlan --> Foundation job integration
    5 months ago
    Loretta
    open0
    The user's integration with Foundation is failing due to the customer being on credit hold. The customer is on credit hold, but integration has to be allowed in order for the credit check to take plac... Read more...
    iPlanMonarch
  • 1
    iplan job from foundation give optional choice to set Job to inactive
    5 months ago
    Loretta
    open0
    Job Status setting within Monarch Foundation > Job Management Options> Job Status if Credit Limit Exceeded set to ‘‘Give option to set Job to inactive’ and by design there, job comes from iplan ... Read more...
    iPlanJob ManagementMonarch

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