Pending states

Pending states are conditions that place line items outside the normal billing process, such as bankruptcies or disputes. Because your agency may restrict line items that are already in one pending state from being placed in another one, you can use Pending States Setup to record your agency's rules for handling pending line items. For example, you might not allow a line item to be sent to collections if the customer has filed for bankruptcy.

Pending States Setup shows a matrix with the same pending states along each axis:

• Arrangement
• Bankruptcy
• Budget Billing
• Collections
• Dispute
• Lien

Each row in the matrix represents the pending state a line item is currently in. To define whether line items in a particular state can move to a different state, select the option you want form the list in the appropriate column. You can select one of three options:

• If you select Allow, line items in the selected "From" state can be placed in the selected "To" state without any restriction.
• If you select Disallow, line items in the selected "From" state cannot be placed in the selected "To" state. You must resolve the existing pending state before you can add a new one.
• If you select Warn, Infor Public Sector will allow line items in the selected "From" state to be placed in the selected "To" state, but will show a warning message first.

When you've selected the correct options in the matrix, click Save to save your pending states setup.