Account Type Rules; Overdue Tests passed where not expected

An Account Type Rule may be processed when not expected. For example, an Overdue Workflow may be started when the Account is not overdue.

This may occur because the Account has had a Payment Arrangement processed after the date Rules are processed for, and that Payment Arrangement isn't taken into account as at that date.

For example, if an Account is overdue on 7th June and a Payment Arrangement is entered into on this date. Normally Account Processes would not be run until the 8th June, however, if they are run on the 7th the Account Type Rule would be run with default date as at of 6th June - and on this date the Account was overdue.

To overcome this a new option has been added to Account Type Overdue Rules, "Do Overdue tests if the current Payment Arrangement is future dated?".

If unchecked and the current Payment Arrangement (if any) is dated after the rules are being processed to, the Rule fails.

Note, the default is True to maintain backwards compatibility, but new Rules will default False.