Automations
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Charge Edit - Missing Contact
Work the charge router workqueue for accounts flagged with no contacts found and either locate a qualified contact or create one to release the charge.
Problem Statement
Charges entered without a qualified billing contact land in the charge router workqueue flagged as "no contacts found," where they hold until someone manually locates or creates an appropriate contact to release them. While those charges sit unworked they remain unbilled, adding to Discharged Not Final Billed (DNFB) days and delaying cash.
Automation Solution
This automation works the "no contacts found" workqueue by either locating a qualified contact or creating one where needed, releasing the charge so it can move to billing.
Status
Cancelled
AUTHORING ORGANIZATION
University of Texas Southwestern
PERFORMANCE METRIC
Discharge not final billed (DNFB) Days
Automation Tool
UiPath
TECHNOLOGIES
UiPath
HB | PB

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