Set a limit on the number of promises to pay for a collection plan.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
| User Permissions Needed | |
|---|---|
| To set a limit on the number of promises to pay: |
Collections and Recovery Admin permission set |
- In Setup, find and select Collections and Recovery Settings.
- Click Maximum Promise to Pay Count.
-
Enter a value, and save the changes.
The MaximumPromisetoPayCount field on the Collection Plan object is updated with the value you enter. This value applies to the collection plan records created after the update but it doesn't apply to existing records. If a borrower requests a promise-to-pay agreement after the limit is set, the Create Promise to Pay action checks if the borrower has reached the limit. If the limit was reached, the flow doesn’t create a promise-to-pay agreement.